Zia Capital Investments (ZCI) provides ongoing portfolio management based on individual client goals and risk tolerance. ZCI also offers financial planning services covering investment planning, insurance, tax, retirement, college, and debt/credit planning. ZCI creates tailored programs for each client and may use model allocations.
Assets Under Management$6M
Clients52
Advisors1
Avg. per Client$120K
Avg. per Advisor$6M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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