Edward Zubow
Edward Zubow is a registered investment advisor at Onward Advisors LLC, based in Scottsdale, AZ, with 34 years of industry experience. Edward is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 2.00%. Fees vary and are negotiable.
Fee Estimator
Location
8655 E. Via De Ventura, Ste # G-181, Scottsdale, AZ, 85258
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Edward is a partner/band member in Shallow Water Music LLC, spending a few hours per week. He is also a licensed health and life insurance agent since 2004, dedicating a few hours per week, and owns EZ Money BBQ, LLC, spending a few hours per week.
Employment History
Current Registrations
Onward Advisors LLC
Wedbush Securities INC.
Wedbush Securities INC.Broker
Previous Registrations
Capstone InvestmentsBroker
Arizona Capital Group, INC.Broker
First Montauk Securities CORP.Broker
Fox & Company Investments INC.Broker
State Registrations13 states
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.
Exams
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