Zenith Investment Management provides financial planning advice and manages investment portfolios for individuals and institutions. Zenith creates customized financial plans and investment strategies based on a client's specific goals and needs. Zenith also provides investment management services to pooled investment vehicles, including hedge funds.
Assets Under Management$89M
Clients101
Advisors3
Avg. per Client$880K
Avg. per Advisor$30M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.30% |
| $3.0M - $5.0M | 1.10% |
| $5M+ | 0.85% |
Fees are negotiable. Household accounts are aggregated for billing purposes.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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