Zolton Wealth Management offers continuous investment management and personalized financial planning services to individuals, high net-worth individuals, and businesses. Led by Matthew Zolton, the firm builds customized investment portfolios using stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents, adhering to Modern Portfolio Theory and incorporating socially responsible investment options when requested. For financial planning, Zolton Wealth covers retirement, tax strategies, estate planning, cash flow and debt management, employee benefits, college savings, and risk management. Services are delivered through ongoing relationships or specific project-based engagements. The firm operates as a fee-only registered investment advisor and does not accept compensation for selling investment products.
Fee Structure
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 and may vary by client. Ongoing comprehensive financial planning is included at no extra cost for clients with at least $500,000 under management.