Zevenbergen Capital Investments LLC
Assets Under Management
$5.0B
Number of Clients
318
Number of Advisors
14
Average Client AUM
$15.7M
AUM per Advisor
$356.5M
Compensation
Fee-Only (AUM)
About This Firm
Zevenbergen Capital Investments LLC (ZCI) offers investment advisory services through individually managed, aggressive growth equity portfolios. They also advise two open-end mutual funds. Services are tailored to individual client objectives, with strategies including growth equity, genea growth equity, income growth, and fixed income. ZCI may recommend the Zevenbergen Funds based on client circumstances.
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
Location
326 Admiral Way, Suite 200, Edmonds, WA, 98020-7261