Z3 Capital Partners offers personalized investment management and financial planning services to individuals, high net worth individuals, family offices, trusts, estates, private foundations, businesses, and business owners. Investment advice is customized to each client’s objectives and financial needs. Financial planning services, focusing on areas like retirement, education, estate, cash flow, tax, and insurance, are available only to investment management clients and do not incur an additional fee.
Assets Under Management$490M
Clients313
Advisors3
Avg. per Client$1.6M
Avg. per Advisor$160M
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Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fee is negotiable above $10,000,000. The percentage for the highest range of Managed Asset value achieved applies to all Managed Assets, not just Managed Assets within that range.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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