ZYC Investment, LLC offers investment advice to individuals and other entities. The firm provides services through financial advisors who offer wealth management, investment consulting, portfolio management, asset allocation, and financial and estate planning. Clients can choose from services like Comprehensive Portfolio Management, Financial Planning and Consulting, Retirement Plan Consulting, and Employee Benefit Consulting. ZYC Investment may refer clients to other specialists like accountants or attorneys for non-advisory services.
Fee Structure
ZYC Investment refers clients to third-party money managers. If you decide to open a managed account with one of these managers, ZYC Investment will be paid a portion of the investment advisory fee that the manager charges you. These fees are ongoing.