Zou Capital Management is a registered investment advisor that provides portfolio management services. Zou Capital works with clients to understand their financial goals, time horizon, and risk tolerance, and then manages their investments accordingly. Zou Capital does not permit clients to limit their discretionary authority. Zou Capital may recommend rolling over assets from an employer's retirement plan to an IRA managed by them, which presents a conflict of interest.
Assets Under Management$330K
Clients7
Advisors1
Avg. per Client$47K
Avg. per Advisor$330K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.75% |
| $250K - $500K | 0.65% |
| $500K+ | 0.50% |
Zou Capital fees are non-negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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