Zion Capital LLC fees and pricing
Financial planner in Baton Rouge, Louisiana. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 4, 2022, Zion Capital LLC charges $150 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 4, 2022. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“Services are offered based on an hourly fee of $150 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Zion Capital LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
- “Fees for financial plans are due upon delivery of the completed plan.”
How Zion Capital LLC’s fees compare
- Its hourly rate of $150 is below the Louisiana median of $250. 9% of the 45 other Louisiana planners that publish an hourly rate charge less.
- 2 of the 7 other planners in Baton Rouge that publish an hourly rate charge less.
About Zion Capital LLC
- Principal: Nicholas Zimmerman
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2020 (6 years).
Planning areas mentioned in the brochure
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 6
- Employees
- 1
- Works with
- Individuals and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops
- Assets managed
- $1,175,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 307421
- Phone
- (985) 960-7194
Other planners in Baton Rouge that publish fees
- Brian Low Financial Group, LLCBaton Rouge$100/hr
- Capital South Wealth Management, LLCBaton Rouge$1,000-$10,000
- Cavanaugh Wealth Management LLCBaton Rouge$300/hr
- Fred Miller & Assoc.Baton Rouge$75/hr
- Graf Financial, L.L.C.Baton Rouge$200/hr
- Hibernia Wealth Partners, LLCBaton Rouge$500/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.