| Assets Under Management | Annual Fee |
|---|---|
| Up to $4.0M | 0.50% |
| $4.0M - $7.0M | 0.38% |
| $7.0M - $10.0M | 0.25% |
| $10M+ | 0.13% |
The firm reserves the right to offer a reduced fee structure in certain instances.
Zemenick & Walker is a fee-only firm, meaning they are solely compensated by client fees. Their standard fee schedule is based on assets under management. The firm reserves the right to offer a reduced fee structure in certain instances. In addition to the advisory fees, clients will incur other investment-related expenses charged by other service providers, such as mutual fund fees, ETF fees, and brokerage transaction fees.
100 S. Brentwood Blvd., Suite 450, St. Louis, MO, 63105
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