Chelsea Ransom-Cooper
No reviews yet · Serves Nationwide · Specializes in Business Executives, Business Owners/Entrepreneurs, Equity Compensation
Zenith Wealth Partners provides a flexible retirement planning and investment management approach that inspires our clients to take financial action.
Services
- 401(k) & IRA Management
- Alternative Investments
- Asset Allocation
- Cash Flow Management
- Equity Compensation
- ESG/Impact Investing
- Estate Planning
- Executive Compensation
- Financial Planning
- Investment Management
- Life Transition Planning
- Philanthropic Planning
- Portfolio Management
- Retirement Planning
- Stock Option Planning
- Tax Planning & Strategy
- Wealth Management
Pricing
- One-Time Financial Planning Fee — $3,600 one-time
- Flat Fee/Retainer — $4,200 one-time
- Percentage of Assets (AUM) — 0.6%–1% of AUM