Zion Capital offers investment management services where they make investment decisions for you, and financial planning services to help you reach your financial goals. Financial planning can cover topics like retirement, insurance, taxes, and estate planning. Zion also provides services to retirement plans. Seminars and workshops are offered to educate the public.
Assets Under Management$1.2M
Clients7
Advisors1
Avg. per Client$170K
Avg. per Advisor$1.2M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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