Zemenick & Walker Fees & Minimum

Overview

Headquarters: St Louis, MO
Total Firm Assets: $2.6 billion
Average High-Net-Worth Client Portfolio Size: $10.9 million

Fee Disclosure

Source: ZEMENICK & WALKER, INC. (2026-03-11) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$4,000,000	0.50%
$4,000,001	$7,000,000	0.38%
$7,000,001	$10,000,000	0.25%
$10,000,001	and above	0.12%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$5,000	0.50%
$5 million	$23,750	0.48%
$10 million	$38,750	0.39%
$50 million	$88,750	0.18%
$100 million	$151,250	0.15%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 94.58%
Number of High-Net-Worth Clients: 229
Total Client Accounts: 271
Non-Discretionary Accounts: 271

Services Offered

Services: Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number: 108670

ZEMENICK & WALKER, INC. (2026-03-11) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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