Zest Capital offers portfolio management, financial advice, and financial planning services to individuals, institutions, and corporations. Investment strategies are tailored to each client's objectives and risk profile. Services are provided through discretionary and non-discretionary accounts. Zest Capital also provides recommendations and research regarding investments. They may recommend other professionals like lawyers or accountants.
Fee Structure
Zest Capital manages individual accounts for a fee based on a percentage of the total value of the account. The annual management fee is typically between 0.75% and 2% of the account's value, and all fees are negotiable. For investment funds, the fee ranges from 0.50% to 2.50% for a fund value up to $9,999,999, based on the dividend yield generated.