Zephyr Wealth Management manages investment portfolios using a strategy called Business Cycle Asset Management (BCAM), which adjusts investments based on economic cycles. Zephyr also offers financial planning services, including retirement planning, tax review, estate plan review, and insurance review. Zephyr may manage accounts on a discretionary or non-discretionary basis.
Assets Under Management$420M
Clients238
Advisors3
Avg. per Client$1.8M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $750K | 1.25% |
| $750K - $1.3M | 1.00% |
| $1.3M+ | 1.00% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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