Zeiser Wealth Management (ZWM) offers personalized financial planning and investment management services. ZWM aims to provide customized strategic advice, ensuring clients have a clear picture of their objectives and goals. ZWM manages assets on a discretionary basis, making investment changes without prior approval, but maintains ongoing communication with clients. Financial planning is also available on a stand-alone basis.
Fee Structure
Zeiser Wealth Management's investment management fees generally range from 0% to 2% per year of the value of your portfolio. The specific fee depends on factors like the size of your account, complexity of assets, and investment strategies. Fees are negotiable. If a third-party manager is used, you'll pay their fees, but ZWM's fee will be reduced for those assets. The cost of annual updates to financial plans is included in the asset management fee.