Zen Wealth Advisors offers ongoing portfolio management services based on individual client goals and risk tolerance. They create an investment policy statement for each client. Financial planning is included with portfolio management services at no additional cost, covering areas like investment, insurance, tax, retirement, and college planning, as well as debt/credit planning. Zen Wealth Advisors also offers pension consulting services.
Assets Under Management$40M
Clients61
Advisors1
Avg. per Client$660K
Avg. per Advisor$40M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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