Zephyr Investment Advisers (ZIA) offers wealth management services to individuals and retirement plans. ZIA creates customized investment strategies using low-cost ETFs, individual stocks, and bonds. ZIA also provides financial planning services covering investment, retirement, education savings, and charitable giving. ZIA may recommend independent managers for a portion of a client's portfolio.
Assets Under Management$5.3M
Clients67
Advisors1
Avg. per Client$78K
Avg. per Advisor$5.3M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.25% |
| $3.0M - $4.0M | 1.00% |
| $4M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...