RZH Advisors provides wealth management services, which combine financial planning and investment management, on a fee basis. RZH Advisors creates personalized investment portfolios primarily using mutual funds, exchange-traded funds, and independent managers, while also offering stand-alone financial planning, consulting, and divorce planning services. RZH Advisors generally requires a minimum asset level of $5,000,000 for wealth management and investment management engagements. The firm is owned by its principals, Carl J. Zuckerberg, Spencer Cooper, Lauren Rowland, and Jean Paul Atallah.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.10% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Schedule reflects Wealth Management inclusive of financial planning. RZH Advisors also offers an Investment Management schedule with limited planning starting at 0.75% for the first $5M. Fees are negotiable.