Zen Trends Capital offers asset management services to individuals, trusts, estates, private foundations, high-net-worth individuals, and business owners. The firm works with clients to understand their financial objectives, risk tolerance, and tax status. Zen Trends Capital may invest in exchange-traded securities, mutual funds, equity and corporate debt securities, and fixed-income securities.
Assets Under Management$3.9M
Clients9
Advisors1
Avg. per Client$430K
Avg. per Advisor$3.9M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.00% |
Multiple accounts within a household may be aggregated for fee calculation purposes. Fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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