Zeniki Wealth provides ongoing portfolio management based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client. Zeniki also offers one-time or ongoing financial planning services, including retirement, education, and tax planning. Zeniki generally advises on publicly traded investments, but may recommend non-publicly traded securities for suitable clients.
Assets Under Management$21M
Clients6
Advisors1
Avg. per Client$3.5M
Avg. per Advisor$21M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.50% |
| $500K - $1.5M | 0.40% |
| $1.5M+ | 0.30% |
Portfolio management fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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