Zink Wealth Solutions offers tailored investment advice and portfolio management. They manage investments with discretionary or non-discretionary authority, using model portfolios with varying risk levels. They also offer asset allocation and financial consulting services on topics like risk management and investment planning. Zink Wealth Solutions may recommend various investments based on your goals and risk tolerance.
Fee Structure
Zink Wealth Solutions charges an annual fee for managing your investments, ranging from 0.25% to 2.00% of the value of your portfolio. The exact percentage depends on the amount you invest, the complexity of the services, and the level of administration you request. Fees are billed quarterly, based on your portfolio balance at the end of each quarter. The advisory fee is negotiable.