Zone Investment Management (ZIML) offers ongoing portfolio management services tailored to individual client goals, objectives, time horizons, and risk tolerance. ZIML creates an Investment Policy Statement for each client, outlining their current financial situation and risk tolerance. ZIML generally limits its investment advice to insurance products including annuities, equities and ETFs. Clients may impose restrictions on investments based on their values or beliefs.
Assets Under Management$22M
Clients32
Advisors1
Avg. per Client$680K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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