Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $25.0M | 1.00% |
| $25M+ | 1.00% |
Fees negotiable for assets over $25 million (Wealth Management) or $50 million (Institutional). Minimum account size: $5 million (Wealth Management), $25 million (Institutional).
Fee Estimator
ZCI's standard fee schedule applies to separately managed accounts, categorized as "Wealth Management" (minimum $5 million) and "Institutional" (minimum $25 million). The first $25 million (Wealth Management) or $50 million (Institutional) is charged at 1.00% annually. Fees for remaining assets over these amounts are negotiable. Accounts below the minimum may pay higher fees. ZCI may negotiate fees depending on client circumstances, charge a minimum fee, or charge fixed fees.
Areas of Practice
Advisor Information
Office location
326 Admiral Way, Suite 200, Edmonds, WA, 98020-7261
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Danielle is an advisory committee member for the University of Washington Board of Regents, advising on potential divestment of securities held by the University Endowment Fund. This activity requires minimal time.