No! Our clients are high earning families and professionals who have a wide range of net worth and investable asset levels. We work to develop long term relationships with clients that extend well beyond investing.
We do not. We are “fee-only fiduciaries”, which means we must act in each client’s best interest in all scenarios. We do not make commissions, referral fees, or any other payments in addition to the planning and/or advisory fees disclosed in our client agreement.
Our ongoing wealth planning services can be paid via our AdvicePay portal which accepts ACH, debit card, or credit card. Investment advisory fees are deducted each quarter from any investment accounts managed by Zenith.