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About ZENITHAL CAPITAL LLC
ZENITHAL CAPITAL LLC is a leading financial advisory firm that provides expert financial guidance and assistance to clients.
How does the advisor help clients – Key Takeaways:
ZENITHAL CAPITAL LLC offers a wide range of financial services to help clients achieve their goals and secure their financial future. With a team of experienced financial experts, the firm provides personalized and customized solutions to meet the unique needs and circumstances of each client. Some key takeaways of the firm’s services include:
- Comprehensive financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning and management
Facts and Insights
ZENITHAL CAPITAL LLC is committed to providing transparent and reliable financial advice to its clients. Here are some key facts and insights about the firm:
- Established in 2005
- Assets under management: $1.5 billion (as of 2020)
- Over 50 financial advisors on staff
Assets Under Management, Number of Advisors and Time in Business:
| 2020 | |
|---|---|
| Assets Under Management | $1.5 billion |
| Number of Advisors | 50+ |
| Time in Business | 15 years |
Financial Services Offered
ZENITHAL CAPITAL LLC offers a diverse array of financial services to help clients achieve their financial goals. These services include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning and management
Client Types
ZENITHAL CAPITAL LLC serves a wide range of clients including:
- Individuals
- High-net-worth individuals
- Families
- Small business owners
Fees & Compensation
ZENITHAL CAPITAL LLC follows a fee-only compensation structure, which means they are not influenced by commissions or sales incentives. This ensures that their recommendations are unbiased and solely in the best interests of their clients. The firm charges a percentage of assets under management as their advisory fee and does not charge any additional transaction or account maintenance fees.
Background
ZENITHAL CAPITAL LLC was founded in 2005 with the aim of providing expert financial guidance and advice to clients. The firm is driven by a team of experienced and dedicated financial advisors who are committed to helping clients secure their financial future. With a client-first approach, the firm has built a reputation for providing personalized and customized solutions based on each client’s unique needs and goals.
Financial Advisor Disclosures to Know
ZENITHAL CAPITAL LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As such, the firm follows strict compliance rules and regulations to ensure the best interests of their clients. The firm’s advisors have a fiduciary duty to act in the best interests of their clients at all times.