Zidel Financial provides financial planning and investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. Financial planning includes tax, insurance, retirement, and estate planning. Zidel Financial implements asset allocation strategies using stocks, bonds, real estate investment trusts, commodities, and cash equivalents.
Assets Under Management$140M
Clients151
Advisors1
Avg. per Client$960K
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.50% |
| $5M+ | 0.50% |
Money market assets are excluded from the asset total for billing purposes. Fees are negotiable and certain clients receive a discount on the management fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...