Zeches Wealth Management provides investment advice and manages client assets through Strategic Wealth Management accounts held at LPL Financial. They advise on investments like mutual funds, ETFs, REITs, stocks, and bonds, tailored to individual client goals. They also offer financial planning and consulting services, including tax, investment, retirement, and estate planning. Fees are based on a percentage of assets managed, hourly rates, or flat fees.
Fee Structure
Zeches Wealth Management offers ongoing investment advice and management for your investments. They provide advice on various investments, such as mutual funds, ETFs, stocks, and bonds, tailored to your individual needs and goals. Accounts are reviewed regularly and rebalanced as needed. There is no minimum required to participate in the program. The annual fee is a percentage of the assets managed, up to a maximum of 2.50%, and is negotiable. Fees are paid quarterly in advance.