ZHP Capital offers investment advice, including portfolio asset allocation, investment management, and limited financial planning. They work with individuals, corporations, and organizations. ZHP Capital also offers a financial coaching service, typically to younger clients, charging a monthly subscription fee. They also provide specific investment consulting services, such as advice on college savings or retirement planning.
Assets Under Management$32M
Clients62
Advisors1
Avg. per Client$510K
Avg. per Advisor$32M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.50% |
| $5M+ | 0.38% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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