Zenith Wealth Partners Fees & Minimum

Overview

Headquarters: Philadelphia, PA
Total Firm Assets: $151 million
Average High-Net-Worth Client Portfolio Size: $1.8 million

Fee Disclosure

Source: FORM ADV PART 2A (2026-09-30) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	1.00%
$1,000,001	$5,000,000	0.80%
$5,000,001	$10,000,000	0.60%
$10,000,001	and above	Negotiable

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	$42,000	0.84%
$10 million	$72,000	0.72%
$50 million	Negotiable	Negotiable
$100 million	Negotiable	Negotiable

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Pennsylvania for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 36.98%
Number of High-Net-Worth Clients: 31
Total Client Accounts: 789
Discretionary Accounts: 778
Non-Discretionary Accounts: 11

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars

Regulatory Filings

SEC CRD Number: 304732

FORM ADV PART 2A (2026-09-30) (fee schedule source) · View brochure text

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

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