Zenith Advisory Group (ZAG) offers financial planning, consulting, and investment management services to individuals, families, and businesses. ZAG also offers accredited investors the opportunity to invest in the Zenith Advisory Group Private Equity Funds. ZAG works with Commonwealth Financial Network to offer model portfolios. ZAG tailors its advisory services to each client's individual needs, considering their risk tolerance, time horizon, and financial goals.
Fee Structure
Zenith Advisory Group charges an annual fee based on a percentage of the value of your investments. The percentage varies between 0.50% and 1.75% depending on the amount invested and the services provided. You can choose to be billed in advance or after the quarter ends. Clients participating in the PPS Select Program will pay a total account fee that consists of a combination of a management fee and a program fee. All Zenith Advisory Group advisory program fees are negotiable.