Jacqueline Zweig
Jacqueline Zweig is a CFP-designated registered investment advisor at Independent Advisor Alliance, LLC, based in Newport Beach, CA, with 16 years of industry experience. Jacqueline operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 34,127 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IAA offers asset management services where they manage your investments based on your goals, time horizon, and risk tolerance. The annual advisory fee is a maximum of 2.00% of the market value of your account, including cash holdings. This fee may also include financial planning and consulting services. The advisory fee is negotiable. Fees are billed quarterly in advance.
Location
4299 MacArthur Blvd, Suite 211, Newport Beach, CA, 92660
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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
Jacqueline is involved in outside insurance sales with a life and health insurance license, dedicating a few hours per week. She is also a partner with Zweig & Associates CPA's LLP, spending about half her time providing tax and planning services, and provides tax and accounting services through Jacqueline S Zweig, Inc., dedicating about 10-20% of her time.
Employment History
Current Registrations
Independent Advisor Alliance, LLC
Previous Registrations
Park Avenue Securities LLCBroker
Park Avenue Securities LLC
National Asset Management, INC.
National Securities CorporationBroker
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
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.