Ziv Investment Company provides portfolio management services to individuals, businesses, and institutional clients. Ziv also offers general advice on securities and pension planning. For selecting third-party advisors, Ziv limits its practice to RBC Wealth Management's wrap fee program. Ziv acts as a broker-dealer, and its representatives may earn commissions on transactions, creating a potential conflict of interest.
Assets Under Management$23M
Clients6
Advisors1
Avg. per Client$3.8M
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee is negotiable at the adviser's sole discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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