Zemenick & Walker INC
Assets Under Management
$2.4B
Number of Clients
256
Number of Advisors
8
Average Client AUM
$9.5M
AUM per Advisor
$303.7M
Compensation
Fee-Only (AUM)
About This Firm
Zemenick & Walker, Inc. is an independent, fee-only, non-discretionary investment advisory firm. They specialize in asset management for high-net-worth individuals, foundations, endowments, charitable organizations, pensions, and defined contribution retirement plans. They complete a comprehensive review of the client’s overall financial condition to design a tailored portfolio.
Fee Structure
AUM-Based Fees (Tiered)
| 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.
Fee Estimator
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.
Areas of Practice
Location
1401 S. Brentwood Blvd., Suite 550, St Louis, MO, 63144