ZH Wealth Management offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client to guide investment decisions. ZHWM may manage assets with or without the client's prior permission for each transaction. They primarily invest in mutual funds, equities, bonds, ETFs, and other securities to diversify portfolios.
Assets Under Management$10M
Clients17
Advisors1
Avg. per Client$600K
Avg. per Advisor$10M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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