ZenTrading® Wealth Management
You and your advisor can create a personalized wealth plan focused on you, then work together to help grow and protect your wealth. It all starts with a conversation.
Personalized wealth management
Your dedicated ZenTrading advisor
Your advisor will get to know you and what's important to you. Together, you'll create a customized plan that can evolve as your life does.
Comprehensive planning
Your plan can be designed around all the things that matter to you and your family—from retirement and estate planning to managing around taxes and the rising costs of health care.
Personalized investment management
Our experienced team will build a strategy around your unique goals, preferences, and comfort with risk, then proactively manage your portfolio.
How we can work together
Through one of our eligible advisory programs
ZenTrading® Wealth Management
General eligibility: $500,000 in eligible ZenTrading accounts
Gross advisory fee: 0.20%–1.50%
Your ZenTrading advisor will provide access to planning and ongoing investment management based on your financial picture.
- ✓Dedicated advisor relationship
- ✓Comprehensive financial planning
- ✓Professional portfolio management
- ✓Tax-smart investment strategies
ZenTrading Private Wealth Management®
General eligibility: $2 million managed + $10 million investable assets
Gross advisory fee: 0.20%–1.04%
You'll have your own wealth management team, led by your ZenTrading advisor, and comprehensive financial planning and investment management.
- ✓Dedicated wealth management team
- ✓Ultra-high-net-worth focus
- ✓Estate and trust planning
- ✓Concierge-level service
Tax-smart strategies
If you're concerned about the impact of taxes on your investments, we apply a range of tax-smart investment techniques to managed portfolios throughout the year designed to help you keep more of what you've earned.
Specialized offerings
Separately managed accounts
We offer portfolios of individual securities consisting of a single asset class that can be personalized in pursuit of a specific investment objective.
Fixed income and bond investing
We can help you evaluate whether purchasing individual bonds might be a good fit for you—and could potentially save you up to $15 per bond.
ZenTrading Wealth Advisor Solutions®
Your ZenTrading advisor can connect you with third-party investment advisors who offer specialized services like integrated tax planning and preparation.
Trust services
We offer a range of trust solutions for inheritance and estate planning. We can act as trustee or co-trustee.
It all starts with a conversation
Contact us today to set up an appointment.