Zion Financial Planning provides financial planning and investment management services. Zion offers asset management on a discretionary basis, along with financial planning and consulting. Financial planning covers areas like retirement, college, insurance, tax, and estate planning. Zion does not act as a custodian of client assets.
Assets Under Management$7.6M
Clients92
Advisors1
Avg. per Client$83K
Avg. per Advisor$7.6M
Fee Structure
Minimum Investment:$30K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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