Zelus Wealth Management offers investment management services tailored to clients' individual needs, considering their investment objectives, risk tolerance, and income needs. They manage portfolios using various asset classes, including stocks, mutual funds, and ETFs. Zelus Wealth Management also provides financial planning and consulting services, offering written financial plans or verbal consultations to help clients manage their financial resources and achieve their goals. Financial consulting is offered as a complementary service to investment clients.
Assets Under Management$2M
Clients26
Advisors1
Avg. per Client$77K
Avg. per Advisor$2M
Fee Structure
Minimum Investment:$150K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.15% |
| $1M+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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