Zebra Crossing Asset Management offers investment management and financial planning services. For investment management, Zebra Crossing determines investment goals, time horizons, and risk tolerance to create investment strategies. Financial planning services include a review of wills, estate plans, investments, taxes, and insurance. Zebra Crossing also provides general financial education to non-advisory clients.
Assets Under Management$26M
Clients27
Advisors1
Avg. per Client$970K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee may be negotiable depending upon the amount of assets and client relationship.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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