Zenith Financial Planning (ZFP) offers financial planning and investment management services. Financial planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. ZFP manages customized investment portfolios based on client goals and objectives. ZFP primarily uses passive investment management, building portfolios with index mutual funds or exchange-traded funds.
Assets Under Management$25M
Clients30
Advisors1
Avg. per Client$820K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.40% |
Certain legacy clients and family members of Zenith Financial Planning associates may pay different fees on alternate billing cycles. Fees are negotiable and customizable to the needs of the client.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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