Edward Zubow is a registered investment advisor at Onward Advisors LLC, based in Pasadena, CA, with 33 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management.
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 charged for asset management services. Fees vary and are negotiable.
Fee Estimator
Location
225 S. Lake Ave Penthouse, Pasadena, CA, 91101
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.
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.