Zanetti Financial provides investment management services tailored to individual client needs. The firm considers various investments, including stocks, bonds, mutual funds, and exchange-traded funds. Zanetti Financial may also invest in negatively correlated investments to reduce portfolio volatility. Clients can impose restrictions on investments.
Assets Under Management$400M
Clients938
AdvisorsN/A
Avg. per Client$430K
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.85% |
| $10M+ | 0.50% |
Schedule shown is for equities. Fixed income schedule is: - **First $10 million:** 0.20% per year, plus New Mexico Gross Receipts Tax - **Over $10 million:** 0.10% per year, plus New Mexico Gross Receipts Tax Fees are negotiable and all clients do not pay the same fee. Fees are subject to New Mexico Gross Receipts Tax.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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