Zenith Wealth Management offers investment and financial planning services. Zenith manages portfolios based on a client's objectives, using a tactical allocation strategy. Financial planning services may include recommendations for portfolio customization, investment strategies, retirement planning, tax optimization, and estate planning. Zenith tailors its services to each client's individual needs.
Assets Under Management$320K
Clients6
Advisors1
Avg. per Client$53K
Avg. per Advisor$320K
Fee Structure
Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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