Zenith Investments manages investment portfolios for individuals and trusts. Zenith uses a timing and rotation strategy for mutual funds and computerized screening techniques for stocks and ETFs. Clients are placed in accounts based on their goals, risk tolerance, account size, and previous investment experience. All accounts are managed with full discretion.
Assets Under Management$15M
Clients17
Advisors1
Avg. per Client$860K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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