real estate investors
That have multiple properties and need structure and organization
Successful Business owners
That need items taken off their plate so they can focus on what matters most
HNW Individuals & Families
That need white glove treatment and bespoke solutions for their complex needs
Dentists & Physicians
That need objective financial advice from an expert, not biased advice from a sales rep
True Independence
- Client-Focused. Fiduciary. No-Exceptions.
- Fee-only: No commissions.
- Independent from Wall Street.
Fair
Pricing
- $200 per hour.
- Only pay for the services you need.
Ethical Standards
We are among the select two-dozen firms nationally committed to the Real Fiduciary Institute, promoting best practices for the financial services industry.
Credentialed Expertise
Our team includes CFA®, CPA, and ABV professionals.
White Glove Service
Illiquid Asset Support
We proactively service both liquid and illiquid investments
Personal CFO Services
That Go Beyond what Wall Street Provides
Durable Portfolios
That withstand all market cycles
“At Zeniki Wealth, our fees are Half the industry average & our services go beyond what “Wall Street” Firms provide”
– Kyle Schlossman
We formed Zeniki to address what we saw as the industry’s shortcomings. Unfortunately, many Big Banks and “Wall Street” Firms are incentivized to push certain products and “solutions” that are great for them, but not necessarily best for the client, leading to biased advice and high fees. There’s also a myopic focus on public stock, leaving many other areas of wealth management unattended.
Zeniki tackles these issues through its commission-free compensation structure (which promotes objective advice) and by proactively managing all facets of our client’s wealth.
Stop Overpaying Your Financial Advisor!
A 1% advisor fee can make all the difference (as the chart shows, it can add up to hundreds of thousands of dollars over time!). At .5% or less, Zeniki’s investment management fees are less than half the industry average, allowing you to keep more of what’s yours and accelerate your wealth.
Reduce Your Dependency on Your Business or Practice
For many business owners, their business is their retirement plan. But it’s dangerous to put all of your eggs in one basket, because if your business falters, so does your wealth. At Zeniki, we ensure your wealth is diversified and not solely reliant on your business’s success. When you partner with us, you’ll get a team that’s experienced in helping business owners of all shapes and sizes. Whether you need to form, grow or sell your business, you can depend on Zeniki to help guide you through the process.
Stop Putting Off Your Estate Plan:
Procrastination can be costly when it comes to estate planning. Without a proper plan, all of your assets could go through probate, which is a lengthy, expensive and public process. Even after you’ve made an estate plan, the work isn’t over. A marriage or divorce, for example, can render a previously pristine plan ineffective. In our detailed discovery process, always free of charge, we’ll look at your entire estate plan and let you know where your blind spots are.
Don’t Leave Your Assets Unprotected:
Most advisors will help you with investment risks. But the real risks, especially if you are high-net-worth or ultra-high-net-worth, may be harder to spot. Our holistic approach includes safeguarding your assets from potential threats like natural disasters, lawsuits, inflation, and the ever-changing tax code.
Avoid Expensive Products:
Many “Wall Street” firms and advisors like to push high-cost investment products onto clients because that’s what pays them more (sometimes 5% commissions or more!). But what’s good for them may not be the best for you. At Zeniki, we never earn commissions, so we have no incentive to recommend one product over another. Our only focus is to find what’s best for you at the lowest cost.
Stop Overpaying Uncle Sam!
It’s a dirty little secret that up to 93% of business owners overpay on their taxes. This is because most CPA’s are overwhelmed and just filing returns. As your Personal CFO (and CPA’s ourselves) we’ll serve as a second set of eyes and help to ensure that you pay your fair share, but not a penny more. Explore all the ways we can help you save.
How To Choose A Financial Advisor
Plan for the Retirement You Deserve
Ultimate Estate Planning Guide
