Robert Armour is a registered investment advisor at Zeches Wealth Management, based in Mesa, AZ, with 23 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 98 clients with $96M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Zeches Wealth Management offers ongoing investment advice and management for your investments. They provide advice on various investments, such as mutual funds, ETFs, stocks, and bonds, tailored to your individual needs and goals. Accounts are reviewed regularly and rebalanced as needed. There is no minimum required to participate in the program. The annual fee is a percentage of the assets managed, up to a maximum of 2.50%, and is negotiable. Fees are paid quarterly in advance.
Location
Mesa, AZ
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2009Employment History
Current Registrations
Zeches Wealth Management
Previous Registrations
Cetera Advisor Networks LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.