Thomas Zebroski
Thomas Zebroski is a CFP-designated registered investment advisor at Meridian Wealth Management, based in Gig Harbor, WA, with 19 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 71 clients with $120M 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 $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $3.0M | 0.75% |
| $3M+ | 0.75% |
Fees negotiable above $3,000,000.
Fee Estimator
Location
Gig Harbor, WA
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
Thomas is an insurance agent, but spends minimal time (less than 1%) on insurance-related activities.
Employment History
Current Registrations
Meridian Wealth Management
Previous Registrations
Columbia River Advisors
Charles Schwab & CO., INC.
A. G. Edwards & Sons, INC.
State Registrations2 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.