Zia Investment Advisors provides investment management services to individuals, high-net worth individuals, retirement and pension plans, trusts, estates, charitable foundations, and private corporations. Zia Investment Advisors invests client assets in domestic and international stocks, bonds, mutual funds, and exchange traded funds. The firm works with clients to establish investment objectives and goals, and clients can request reasonable restrictions on their accounts.
Fee Structure
Zia Investment Advisors charges an annual fee based on a percentage of the value of your portfolio. The exact percentage is determined based on the nature and total dollar value of your accounts. You will be invoiced quarterly, based on the value of your accounts at the end of each quarter.
The annual fees are:
- Over $1 million: 0.50% - 0.85%
- $500,000 - $1,000,000: 0.85% - 1.25%
- $100,000 - $500,000: 1.25% - 2.00%
These fees do not include trading fees charged by the custodian, short-term redemption fees, or internal mutual fund expenses.