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Our Pricing

PRICING FEE / SCHEDULE

All Services Except For Recurring Investment Management
$ 150 per HOUR
Or a pre-negotiated flat fee if client prefers

INVESTMENT MANAGEMENT SERVICES

Recurring Investment Management Fee
Managed Investment Account (s)*Annual Fee
$0 – $999,999$2,500
$1,000,000 – $4,999,999$5,000
$5,000,000 – $9,999,999$10,000
$10,000,000+ $15,000

*Managed Investment Accounts include the total of all publicly traded investment accounts that Zeniki manages on a continual basis.

OUR SERVICE OFFERINGS

We only provide you with the services that you want and need; and you’re only charged for those specific services.
Sounds like common sense, right? Yet, most financial advisors don’t work this way.
They provide the same set of services to all their clients and they’re charged according to a pre-determined fee schedule.
At Zeniki, we do things differently, let us show you how:

HYPOTHETICAL EXAMPLES

Disclaimer – the following examples are for illustrative purposes only.
All clients and their described financial situations are completely fictional.
The fees shown are estimated and actual fees could be substantially
different depending on actual time worked and other factors.