Zevin Asset Management (ZAM) manages investment portfolios for individuals and institutions, focusing on socially responsible investing. ZAM customizes accounts based on client financial and non-financial criteria, including environmental, social, and governance (ESG) factors. ZAM also participates in model manager programs offered by Goldman Sachs, Envestnet, Pershing Investments (Lockwood) and Charles Schwab (Marketplace). Clients may receive additional consulting and financial planning services, including tax, philanthropic, and retirement planning, without incurring additional fees.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $10.0M | 0.75% |
| $10.0M - $50.0M | 0.50% |
| $50M+ | 0.45% |
Fee levels, minimum annual fees, and minimum account sizes are negotiable. For Goldman Sachs clients that come to Zevin directly the fee is 1% of the market value of the portfolio, billed quarterly in arrears. Zevin has negotiated lower fees for clients that come to Goldman Sachs via other financial professionals.