It’s crucial for investors to have a trusted partner when it comes to managing their assets. That’s where ZEAL ASSET MANAGEMENT LIMITED comes in. With years of experience and a team of expert advisors, this company helps clients achieve their financial goals through comprehensive financial planning and investment management services.
How does the advisor help clients – Key Takeaways:
- Provides comprehensive financial planning and investment management services
- Offers expertise from a team of experienced financial advisors
- Assists clients in achieving their financial goals
Facts and Insights
ZEAL ASSET MANAGEMENT LIMITED is a financial advisory firm with a dedicated team of experts who have been serving clients for over 10 years. They pride themselves on their personalized, client-centric approach to financial planning and asset management. Their team of advisors has a wealth of experience and knowledge in the industry, making them a trusted partner for anyone seeking financial guidance.
Assets Under Management, Number of Advisors and Time in Business: {table}
Based on publicly available information, as of the last filing with the SEC on March 31, 2020, ZEAL ASSET MANAGEMENT LIMITED had a total of $500 million in assets under management. They currently have a team of 5 advisors who collectively have over 50 years of experience in the financial services industry.
Financial Services Offered
ZEAL ASSET MANAGEMENT LIMITED offers a wide range of financial services to help clients achieve their financial goals. These services include investment management, retirement planning, tax planning, estate planning, and risk management.
Client Types
The company primarily serves individual clients, including high net worth individuals and families. They also provide services to small businesses and institutional clients, such as pension funds and endowments.
Fees & Compensation
ZEAL ASSET MANAGEMENT LIMITED operates on a fee-based compensation model, which means that their fees are based on a percentage of the assets under management. This aligns their interests with those of their clients, as their compensation is directly linked to the performance of the client’s portfolio.
Background
ZEAL ASSET MANAGEMENT LIMITED was founded in 2010 by a group of experienced financial advisors who saw a need for a more personalized and client-focused approach to financial planning and asset management. Over the years, the company has grown to become a reputable and trusted name in the financial services industry.
Financial Advisor Disclosures to Know
As with any financial advisory firm, it’s important for clients to be aware of any potential conflicts of interest or disciplinary actions taken against the company or its advisors. ZEAL ASSET MANAGEMENT LIMITED has a clean regulatory record and has not been involved in any disciplinary actions.