Zetlmaier Wealth Management (ZWM) provides comprehensive financial planning and investment management. ZWM works with clients to understand their financial situation, goals, and risk tolerance to create a personalized financial plan and investment strategy. ZWM manages investments on a discretionary basis, meaning they can make trades without asking you first. ZWM recommends trustandwill.com for estate planning document creation but is not affiliated with them.
Assets Under Management$44M
Clients83
Advisors1
Avg. per Client$530K
Avg. per Advisor$44M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K+ | 0.50% |
Fees are capped at $2,500 per quarter for any household account value over $2,000,000. Discounts may be offered to family members, friends, or associated persons of ZWM.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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