Zenith Wealth Partners provides comprehensive wealth planning, investment management, and business advisory services. The firm helps individuals and families build personalized investment portfolios, set financial goals, plan for retirement, manage cash savings, and navigate estate planning through third-party partners. Zenith Wealth Partners also offers standalone or add-on services for evaluating direct private investments, as well as business planning for entrepreneurs and companies at various growth stages. Advisory services are tailored to each client's specific situation, risk tolerance, and investment policy statement. The firm utilizes a mix of active and passive management strategies, fundamental and technical analysis, and may occasionally recommend independent managers for specific portfolio allocations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Fees are negotiable and paid quarterly in advance. For accounts over $10,000,000, fees are customized starting at 0.60%.