Ziment Financial Advisors offers investment management and financial planning services. For investment management, Ziment allocates assets among corporate bonds, ETFs, futures, treasuries, money markets, and cash equivalents. In certain situations, they may invest in equities and options. Financial planning covers cash flow, net worth, and retirement. Ziment does not implement financial plans unless agreed to in writing and may recommend other professionals like attorneys and accountants.
Assets Under Management$48M
Clients10
Advisors3
Avg. per Client$4.8M
Avg. per Advisor$16M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and may vary depending on factors such as the amount of assets managed, portfolio composition, and the scope of the engagement.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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