Zeit Capital Advisors offers investment advisory services including asset allocation, security selection, and portfolio management on both discretionary and non-discretionary bases. The firm also provides general advice on financial planning, tax planning, estate planning, business planning, retirement planning, education planning, insurance planning, budgeting, and cash flow planning. Financial planning is included for clients receiving asset management services.
Assets Under Management$140M
Clients73
Advisors1
Avg. per Client$2M
Avg. per Advisor$140M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $10.0M | 1.00% |
| $10M+ | 0.50% |
Fees are negotiable and may be discounted at the firm's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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