Zachary Neward
Zachary Neward is a CFA, CFP-designated registered investment advisor at Cibc Private Wealth Advisors, INC., based in Tampa, FL, with 19 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth. Their firm serves 10,045 clients with $61B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Schedule is for new accounts with equity and balanced portfolios. Minimum annual fee of $10,000. Fees may be negotiable. Other schedules exist for fixed income and cash portfolios.
Fee Estimator
Location
100 North Tampa Street, Tampa, FL, 33602
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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 →Employment History
Current Registrations
Cibc World Markets CORP.
Cibc Private Wealth Advisors, INC.
Cibc World Markets CORP.Broker
Previous Registrations
Alliancebernstein L.P.
Sanford C. Bernstein & CO., LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations2 states
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