Zermatt Wealth Partners
Assets Under Management
$116.0M
Number of Clients
127
Number of Advisors
6
Average Client AUM
$914K
AUM per Advisor
$19.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Zermatt Wealth Partners provides personalized wealth planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm is fee-only and does not sell securities or receive compensation from other sources. Services include investment supervisory services, consultations, and advice on matters not involving securities.
Fee Structure
Fees are based on a percentage of assets under management, hourly charges, and fixed fees. A technology platform fee of up to 0.25% (subject to a $10 minimum quarterly fee - $40 annually) per account is charged. Hourly fees range from $100 to $500 per hour. There is a minimum annual retainer fee of $1,000 for flat management fees. Fees are negotiable and may be customized depending on the client's needs.
Areas of Practice
Location
2251 San Diego Ave., Suite B-257, San Diego, CA, 92110