A to Z Asset Advisors provides financial planning and investment management to individuals, families, small businesses, trusts, and estates. A to Z's advice covers financial objectives, investment management, cash flow, tax, insurance, education, retirement, and estate planning. A to Z is a fee-only firm and uses Charles Schwab and American Funds as custodians.
Assets Under Management$16M
Clients71
Advisors1
Avg. per Client$220K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable for accounts over $1,000,001. Minimum household fee of $250 if client assets fall below $12,500.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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