Zephyr Wealth Management manages investment portfolios and provides personalized financial planning and consulting for individuals, families, businesses, and retirement plans. Founded in 1997 and based in Westlake Village, California, the firm specializes in a strategy called Business Cycle Asset Management, which adjusts investments based on economic cycles using fundamental and technical analysis. Zephyr Wealth Management considers each client's unique financial situation, risk tolerance, and goals, offering both discretionary trading and non-discretionary investment options. In addition to investment management, the firm provides financial planning covering retirement, taxes, estate plans, and insurance, as well as consulting services and retirement plan consulting for employers.
Fee Structure
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% |
Fees are negotiable at the firm's sole discretion for accounts over $1,250,000.