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Choosing an advisor can be difficult. Who can I trust? Are they capable of handling my money? What is in it for them? These are all important questions that, unfortunately, do not always get answered. My goal when onboarding clients is to instill trust and to make sure that they are comfortable moving forward with the process. Here are the primary reasons, in my opinion, that make Zenith a reliable choice for an advisor.

Zenith's Fiduciary Duty

Personalized Services

Straightforward Fee Structure

Zenith aims to be as straightforward and transparent as possible. Its how we aim to earn your trust. As part of that goal, we have made our fee structure as simple and clear as possible:

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  • Customized Portfolio Management

    • 1% annual management fee of Client's Assets Under Management (AUM)

      • Charged quarterly in arrears​ on ending account balance

      • Based on ending account balance

          Or

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  • Comprehensive Financial Planning​​

    • $50 per hour​

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