Zephyr Capital provides investment advisory and portfolio management services exclusively for qualified clients who meet specific asset or net worth criteria. Clients are categorized into a portfolio strategy based on their risk profile and investor behavior. Zephyr Capital manages client assets on a discretionary basis, and funds are held in a client's own account at an independent brokerage firm. Zephyr Capital does not provide financial planning services.
Assets Under Management$11M
Clients11
Advisors1
Avg. per Client$990K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
In addition to the 2% management fee, Zephyr Capital charges a performance fee equal to 20% of the amount the ending value of the Account exceeds the beginning value of the Account for that quarter. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...