Zenith Advisory Group is a registered investment advisor based in Centerville, Ohio, offering personalized financial planning, consulting, and investment management services. Founded in 2016 and led by Jay Grandfield, the firm tailors portfolios using mutual funds, exchange-traded funds, and individual debt and equity securities. Zenith Advisory Group also offers accredited investors the opportunity to invest in private equity funds managed by the firm. The team helps clients navigate retirement planning, asset allocation, and overall financial strategies while coordinating with outside professionals such as tax accountants and attorneys.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Annual fees range from 0.50% to 1.75% depending on portfolio size and services. All fees are negotiable.