About ZELUS WEALTH MANAGEMENT
ZELUS WEALTH MANAGEMENT is a top financial advisory firm that provides expert wealth management services to its clients. With years of experience in the industry, ZELUS is equipped with a team of seasoned financial experts who are dedicated to helping clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Creates personalized financial plans tailored to each client’s individual needs and goals.
- Provides comprehensive portfolio management services.
- Offers unbiased advice and recommendations.
- Ensures clients understand the risks and potential returns of their investments.
- Regularly reviews and adjusts financial plans to ensure they align with clients’ changing circumstances.
Facts and Insights
ZELUS WEALTH MANAGEMENT is committed to transparency and providing clients with all the information they need to make informed financial decisions. Below are some important facts and insights about the firm:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 10 years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
- High net worth individuals
- Families
- Young professionals
- Small business owners
- Retirees
Fees & Compensation
ZELUS WEALTH MANAGEMENT charges a management fee based on a percentage of assets under management. The firm is committed to providing transparent fee structures and does not charge any hidden fees or commissions.
Background
ZELUS WEALTH MANAGEMENT was founded in 2011 with the goal of providing personalized and unbiased financial advice to clients. Over the years, the firm has established itself as a trusted partner for individuals and families seeking to secure their financial future.
Financial Advisor Disclosures to Know
ZELUS WEALTH MANAGEMENT is a registered investment advisor and is regulated by the Securities and Exchange Commission (SEC). The firm holds a fiduciary duty to act in the best interests of its clients, and all advisors are required to adhere to strict ethical standards.