Zenith Advisory Group provides ongoing portfolio management and financial planning services tailored to each client's individual goals, time horizon, and risk tolerance. The firm creates a personalized investment policy statement for each client and primarily recommends mutual funds, fixed income securities, equities, and exchange-traded funds, with a strong focus on equities. Zenith Advisory Group also offers retirement plan advisory services for employer plans. Additionally, several team members operate as licensed insurance agents or accountants through outside businesses, creating potential conflicts of interest when recommending insurance products or accounting services.
Fee Structure
Zenith Advisory Group charges fixed portfolio management fees that vary between $500 and $25,000 per year, depending on the services provided. Fees are generally negotiable and are withdrawn directly from your accounts on a quarterly basis in advance.