John Haubert is a registered investment advisor at Zeches Wealth Management, based in Tucson, AZ, with 19 years of industry experience. John 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
4566 N 1st Avenue, Suite 140, Tucson, AZ, 85718
Get directionsHistory
Regulatory History (1)
Criminal
October 1992Other Business Activities
John works as a Certified Public Accountant (CPA) providing tax preparation and accounting services through J Michale Haubert CPA PC since 1996. This is a full-time commitment, including time during securities trading hours.
Employment History
Current Registrations
Zeches Wealth Management
Previous Registrations
LPL Financial 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.