Zarathustra Wealth Management offers financial planning and portfolio management services. They create tailored financial plans based on clients' goals, risk tolerance, and time horizon, incorporating cash flow analysis and tax planning. The firm uses an evidence-based and quantitatively driven investment philosophy, aiming for sustainable returns with minimal risk. Zarathustra Wealth Management requires financial planners to personally own any securities they recommend to clients.
Assets Under Management$3M
Clients20
Advisors1
Avg. per Client$150K
Avg. per Advisor$3M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1M+ | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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