Zenith AM, located in Paris, France, provides investment management services to US persons. Zenith AM builds diversified portfolios based on a client's risk tolerance. They help clients understand their liquidity needs and develop long-term investment plans. Zenith AM monitors portfolio performance and rebalances as needed, reporting to clients at least quarterly. Upon request, Zenith AM may provide financial consulting or a comprehensive financial plan.
Fee Structure
Zenith AM charges a fixed annual fee for managing your investments, which is around 1.50% of the value of your portfolio. This fee is billed quarterly. In some cases, after discussion with the client, fees may be based on a percentage of the assets they manage. The fees may be negotiable based on the type of client, complexity, potential for additional deposits, and the total amount of assets managed.