Edward Zeches
Edward Zeches is a registered investment advisor at Zeches Wealth Management, based in Tucson, AZ, with 27 years of industry experience. Edward 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
2850 North Swan Road, Tucson, AZ, 85712
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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 Certified Public Accountant (CPA) providing tax preparation services through Zeches Financial Services since 2005. He also provides investment advisory services through Zeches Wealth Management Group, LLC, dedicating full-time hours to this activity, and sells long-term care insurance, spending minimal time on it.
Employment History
Current Registrations
Zeches Wealth Management
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
H.D. Vest Investment Securities, INC.Broker
State Registrations4 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.