Zink Wealth Solutions LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Zink Wealth Solutions LLC is a registered investment adviser based in Miami, Florida. The firm offers discretionary and non-discretionary portfolio management services, utilizing model portfolios categorized by varying risk tolerances such as lower, moderate, and higher volatility. In addition to portfolio management, Zink Wealth Solutions offers asset allocation services and financial consulting that addresses specific financial topics like risk assessment, investment planning, and financial organization. The firm primarily advises on equities, corporate debt securities, commercial paper, certificates of deposit, municipal securities, mutual funds, government securities, options, private placements, real estate, REITs, derivatives, structured products, and exchange-traded funds. Zink Wealth Solutions tailors its advisory services to individual client needs and investment objectives.

Assets Under Management$38M
Clients8
Advisors3
Avg. per Client$4.8M
Avg. per Advisor$13M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual fee ranges between 0.25% and 2.00% depending on asset value, complexity, and administration level. Fees are negotiable.

Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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Location

3 Advisors at this firm

Zink Wealth Solutions LLC - Fees, AUM & Advisors | TrueAdvisor