The Financial Zen Group provides financial planning and investment management services. Financial planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. Investment management involves creating tailored portfolios based on client goals and risk tolerance. The firm primarily uses passive investment management strategies.
Assets Under Management$94M
Clients76
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$47M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Annual advisory fee ranges from 0.25% to 0.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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