Zenith Wealth Partners offers wealth planning services, including project-based financial plans, estate planning assistance, tax preparation and planning, and ongoing wealth planning. Zenith also manages investment portfolios, including savings portfolios and held-away accounts. Zenith may use independent managers and offers services for direct private investments. Business planning and retirement plan consulting are also available.
Assets Under Management$100M
Clients278
Advisors9
Avg. per Client$370K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:None
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 - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Fees are customized for clients with at least $10,000,000 in assets under management. The starting point for the annual investment advisory fee is 0.60%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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