ZWJ Investment Counsel offers investment counseling services, primarily discretionary asset management using stocks, bonds, and balanced portfolios. They create investment policy statements tailored to each client's needs and risk tolerance. ZWJ also provides financial planning and advisory services, including performance measurement of other money managers. They do not offer legal, tax, or accounting advice.
Assets Under Management$3.9B
Clients996
Advisors12
Avg. per Client$3.9M
Avg. per Advisor$320M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
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 negotiable on amounts in excess of $10,000,000
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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