Zemenick & Walker is an investment advisory firm that specializes in managing assets for wealthy individuals, foundations, charities, pensions, and retirement plans. Zemenick & Walker acts as the client's "Chief Investment Officer," while the client retains final authority over investment decisions. The firm's investment professionals work together to manage client portfolios, focusing on long-term goals. To create a portfolio tailored to each client's needs, Zemenick & Walker reviews the client's financial information, expenses, cash needs, and risk tolerance.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $4.0M | 0.50% |
| $4.0M - $7.0M | 0.38% |
| $7.0M - $10.0M | 0.25% |
| $10M+ | 0.13% |
Clients engaged prior to the current fee schedule are billed the lower of their original fee or the current fee schedule. Zemenick & Walker reserves the right to offer a reduced fee structure in certain instances.