A True Partnership for Advisors Ready to Build
If you manage a $10M+ book that's primarily fee-based or discretionary — and you'd rather be planning for clients than buried in portfolio management and compliance paperwork — this is for you.
Zelos Investment Counsel
Why Advisors Are Making the Move
Hand off portfolio management. Keep building your practice.
What changes when you join Zelos:
- True Partnership, Real Equity: Genuine incorporation with a real path to equity ownership, not just revenue share, positioning you for the lifetime capital gains exemption on a future, properly structured sale. A seat at the table on every major firm decision.
- Hand Off Portfolio Management: Access institutional-quality model portfolios and pools so you can step back from day-to-day investment management and focus on planning, client service and development.
- Top-Tier, 85% Payout: A preferential grid rewards top producers with our highest marginal tier, up to an 85% payout, and you keep 100% of your insurance economics.
- Build Your Own Brand: Lead with your own brand and build your practice your way, free from rigid institutional identity, sales quotas or a parent bank's agenda.
Zelos at a Glance
10+
Years in operation
PM · IFM · EMD
Fully registered
85%
Top marginal payout tier
Want the Full Breakdown?
Download our one-page overview covering the equity path, payout grid, and what a move to Zelos actually looks like here.
Common Questions
A few things advisors typically ask before their first conversation.
What size book qualifies?
We're primarily looking for advisors managing $10M+ in assets that are fee-based or discretionary in nature.
How does the payout grid work?
Our grid is marginal, not cliff-based, similar to a tax bracket. Each portion of your production is paid at its corresponding tier, up to a top marginal rate of 85%.
What happens to my insurance business?
You keep 100% of your insurance economics. Nothing changes there.
Is this a confidential conversation?
Yes. This is an introductory, no-obligation conversation to see if there's a fit, nothing more.