Zenith Wealth Advisors offers investment advice and financial planning to individuals and other clients. Services include portfolio management, financial planning, and family office services. For portfolio management, Zenith may use third-party investment managers. Financial planning covers areas like retirement, estate, tax, and education planning. Zenith also offers family office services, including accounting, tax consulting, and concierge services.
Assets Under Management$330M
Clients92
Advisors4
Avg. per Client$3.6M
Avg. per Advisor$82M
Fee Structure
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $7.5M | 0.50% |
| $7.5M - $10.0M | 0.45% |
| $10.0M - $20.0M | 0.40% |
| $20.0M - $30.0M | 0.35% |
| $30M+ | 0.30% |
The firm generally charges according to the Investment Advisory Fee Schedule for assets under management or an annual flat fee of $10,000 per year (whichever is greater). The minimum annual flat fee will not exceed 3% of a client’s assets under management. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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