Zebra Crossing Asset Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 6, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$100⁠-⁠$5,000

“FINANCIAL PLANNING and CONSULTING Advisor charges a negotiable fixed fee ranging between $100 and $5,000 for financial planning.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Zebra Crossing Asset Management LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The annual Fee may be negotiable depending upon the amount of assets and client relationship.”
• “Fees are billed monthly in advance based on the amount of assets managed as of the last business day of the previous month.”
• “Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund.”

How Zebra Crossing Asset Management LLC’s fees compare

• Its flat or project fee of $100-$5,000 spans the New York median of $4,500. 29% of the 251 other New York planners that publish a flat or project fee charge less.
• 11 of the 52 other planners in New York that publish a flat or project fee charge less.

About Zebra Crossing Asset Management LLC

• Principal: Kimberly G. Chao
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFA.
• Founded: 2014 (12 years).

Planning areas mentioned in the brochure

• Tax planning

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

27

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$26,100,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

173660

Website

zebracrossingam.com (opens in new tab)

Phone

(319) 328-8832

Can advise clients in 2 states: California, New York

Other planners in New York that publish fees

• Abernathy Group II LLCNew York$750/hr, $1,000/yr
• Allegory AdvisoryNew York$240/hr
• Altfest Personal Wealth ManagementNew York$250/hr, $1,250/qtr
• American Centurion Financial LLCNew York$475/hr
• American Financial & Tax Strategies, Inc.New York$660/hr, $2,500/qtr
• Amvoy WealthNew York$1,000⁠-⁠$20,000

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