Nancy Zevenbergen is a CFA-designated registered investment advisor at Zevenbergen Capital Investments LLC, based in Edmonds, WA, with 38 years of industry experience. Nancy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 318 clients with $5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Zevenbergen Capital Investments (ZCI) charges an annual fee based on the value of your portfolio.
For Wealth Management accounts (typically individuals, trusts, small businesses, and small 401(k) plans) with a minimum of $5 million, the fee is 1.00% on the first $25 million. Fees on assets over $25 million are negotiable.
For Institutional accounts (typically pension and profit-sharing plans, state or municipal government entities, and large corporations or charitable organizations) with a minimum of $25 million, the fee is 1.00% on the first $50 million. Fees on assets over $50 million are negotiable.
Accounts below the stated minimums will likely pay higher fees than those stated in the above schedule. ZCI also reserves the right to negotiate fees depending on client circumstances, to charge a minimum fee or charge a predetermined amount of compensation (fixed fees).
Location
326 Admiral Way, Suite 200, Edmonds, WA, 98020
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Nancy serves as a Board Trustee for Smead Funds Trust, an open-end management investment company, since 2014. She dedicates minimal time to fund governance and shareholder protection.
Employment History
Current Registrations
Zevenbergen Capital Investments LLC
Previous Registrations
Zevenbergen Capital, INC.
State Registrations2 states
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