ZWJ Investment Counsel provides investment management services primarily through discretionary asset management, building portfolios of stocks, fixed income securities, and balanced investments. Tracing its history back to 1982, the firm works closely with clients to understand their specific investment needs, objectives, time horizon, and risk tolerance, ultimately creating a written investment policy statement for each account. ZWJ tailors its investment strategies to individual goals and can also incorporate exchange-traded funds for smaller accounts or specific client requests. In addition to direct management, ZWJ participates in wrap-fee programs and acts as a sub-advisor in dual-contract relationships with other investment advisors. The firm also assists qualified clients with evaluating private equity, hedge funds, and other private placements. ZWJ does not provide legal, tax, or accounting services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable on amounts exceeding $10,000,000. Other programs such as wrap fee arrangements may have different fee structures ranging from 0.15% to 0.70%.