top of page

Customized Portfolio Management

Saving for retirement, a new house, or a child's education can be complex and scary. Zenith's goal is to make it straightforward and exciting. By going through our portfolio construction and maintenance process, Zenith aims to teach clients about the process and to provide comfort that their financials goal are being met. This service is designed to be ongoing until the client's goals are met.

Comprehensive Financial Planning

Not looking for ongoing help? Zenith can provide a one-time, comprehensive plan for you to execute. Going through the similar process as the Customized Portfolio Management, our goal is to educate you so you can execute your wn strategy.

Lawyer with Clients

Risk Assessment and Goal Setting

This is where we get to know you. Who are you and what are you goals? We make sure to be as thorough as possible to ensure we don't miss anything.

Stocks

Stategy Development

This is where we go to work. You've given us what we need to now; now we take that information and come up with a personalized strategy.

Image by krakenimages

Strategy Presentation and/or Maintenance

A strategy is only as good as it's execution. By presenting the strategy to you and reviewing it frequently, we aim for the best possible execution.

Service Fees

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:

​

  • 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

​

  • Comprehensive Financial Planning​​

    • $50 per hour​

bottom of page