Zenith Advisory Group provides ongoing portfolio management based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client. Zenith also offers financial planning services covering investment planning, life insurance, tax concerns, and retirement planning. Zenith primarily recommends equities, mutual funds, fixed income securities and ETFs.
Assets Under Management$120M
Clients186
Advisors3
Avg. per Client$620K
Avg. per Advisor$38M
Fee Structure
Zenith Advisory Group's portfolio management fees are negotiated and fixed, ranging from $500 to $25,000 per year. These fees are negotiable and outlined in the client's advisory agreement. Zenith may also direct clients to other advisors and be compensated via a fee share.
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