Z Advisory Innovations provides ongoing management of investment accounts. They work with clients to understand their investment goals, time frame, and risk tolerance, then create and manage a personalized portfolio based on model portfolios. Z Advisory Innovations does not take discretionary authority and seeks client permission before each transaction. They monitor and adjust portfolios based on market conditions and client financial situations.
Fee Structure
Z Advisory Innovations charges a fee based on a percentage of the value of your portfolio. The annual fee ranges from 0.50% to 2.00%. The fee is calculated monthly, based on the value of your account on the last business day of the month. The fee is negotiable based on the size of the account and the amount of work performed.