Zenvestment
versus other investment methods
| Traditional Advisors | Robo-Advisors | Self-service | Zenvestment | |
|---|---|---|---|---|
| Custody (who has your money) | Them | Them | You | You |
| Monthly Fees ($50K assets) | $100.00 | $15.00 | $0.00 | $0.00 - $49.95 |
| Investment Style | Passive or Active | Passive | Active | Active |
| Typical Maximum Loss* | 45% | 35% | 75% | 20% |
| Typical Return* | 5.5% | 6.5% | 5.0% | 7.0% |
* Illustrative numbers only. Please refer to historical data for precise numbers.