Fees and Minimums
Zeller Kern offers fee-based services through Commonwealth Financial Network. Our advice is objective and independent. We use no proprietary investments. Our fee structure is modular and competitive.
Retirement Planning
Our retirement planning services include a detailed written plan that covers lifestyle requirements/cash flow analysis, net worth analysis, investment asset analysis and advisement, risk analysis, probability analysis, and implementation. Fees are based on the extent of planning required.
Comprehensive Wealth Planning
Using our Focused Wealth® Process, our comprehensive wealth planning includes the above services, plus estate planning, business succession planning, and concentrated stock and stock option advisement. Fees vary, depending on the scope of the advisement required.
Business Sale or Succession Planning
All too often, business exit plans are done piecemeal, which benefits neither the owner nor the company. At Zeller Kern, we take a comprehensive approach, planning and executing a strategy that can take up to several years to complete. We coordinate this important event with the other financial and legal professionals on your team, such as your attorneys and C.P.A. Fees vary, depending upon scope and complexity. Please call for more information.
Legacy Planning
For clients with estate values of $10 million or more, our Focused Wealth® Legacy Planning is comprehensive in scope. This service does not require clients to engage in investment management services.
Ongoing Wealth Advisement
Ongoing wealth advisement, using our Focused Wealth® Process, is available for an annual retainer. We also offer services to Integrate your Advisers for an annual fee.
Investment Management
For new clients, we manage investment portfolios on a fee-only basis. Fees are based on the investment objective and size of the portfolios.
Account Minimums
For new clients, the minimum portfolio of liquid investable assets is $400,000.