Zermatt Wealth Advisors provides personalized investment management and wealth planning services to individuals, trusts, estates, charitable organizations, and small businesses. Operating as a fee-only registered investment advisor, Zermatt Wealth Advisors focuses solely on client fees without selling products or receiving outside commissions. The firm offers distinct investment strategies, including conservative accounts, equity and balanced portfolios, and exchange-traded fund portfolios designed for smaller accounts. In addition to managing portfolios, Zermatt Wealth Advisors assists clients with broader wealth planning needs such as retirement projections, estate planning coordination, business succession, and insurance analysis. The firm primarily operates on a discretionary basis, making investment decisions on behalf of clients based on their individual risk tolerance, goals, and time horizons.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $6.0M | 0.60% |
| $6M+ | 0.40% |
Schedule reflects equity and balanced accounts. Conservative accounts range from 0.20% to 1.0%. Exchange-traded fund portfolios are charged a flat 0.50%. Certain clients may pay different fees based on legacy agreements or flat-fee arrangements.