Zemenick & Walker operates as an independent investment advisory firm based in St. Louis, Missouri, serving high-net-worth individuals, foundations, endowments, charities, and retirement plans. Founded in 1987, the company acts as an external investment office for its clients, offering personalized portfolio management and comprehensive financial planning. Before building a diversified portfolio of stocks, bonds, mutual funds, and alternative investments, Zemenick & Walker conducts a thorough review of each client's financial condition, tax returns, estate documents, and cash flow needs. As a non-discretionary advisor, Zemenick & Walker develops customized investment policies and makes recommendations, but clients always retain final approval before any trades are executed. The firm emphasizes long-term strategies, rigorous due diligence, and strict cost control, charging fees exclusively based on a percentage of assets managed without accepting commissions or third-party kickbacks.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $4.0M | 0.50% |
| $4.0M - $7.0M | 0.38% |
| $7.0M - $10.0M | 0.25% |
| $10M+ | 0.13% |
Clients engaged prior to the current fee schedule may be billed under older, grandfathered rates. Fees are negotiable in certain instances.