Zolton Wealth Management provides investment advice and financial planning to clients. The firm offers wealth management services, which include creating and managing investment portfolios based on a client's goals and risk tolerance. Financial planning services cover areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, risk management, and tax strategies. Financial planning is offered on an ongoing or project basis.
Assets Under Management$41M
Clients14
Advisors1
Avg. per Client$2.9M
Avg. per Advisor$41M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.60% |
| $20.0M - $50.0M | 0.30% |
| $50M+ | 0.20% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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