Zt Wealth Advisory
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
N/A
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
N/A
About This Firm
ZT Wealth Advisory acts as a solicitor, introducing potential investors to referred firms for investment management. They discuss the referred firm's investment philosophy but do not provide investment advice themselves. ZT Wealth is compensated via a revenue share of asset management fees with the referred firm.
Fee Structure
ZT Wealth Advisory does not directly charge investors any fees. They are compensated through a revenue-sharing agreement with the referred firm, the asset manager, to whom they direct investors. Solicitor payouts range from 0 to 0.25% of the referred firm's client advisory service fees. This compensation is not in addition to the client's advisory service fees.
Location
1535 West Loop South, Suite 450, Houston, TX, 77027