Zachary Newberg
Zachary Newberg is a registered investment advisor at Charles Schwab & CO., INC., based in West Des Moines, IA, with 13 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
5901 Mills Civic Parkway, Suite 6000, West Des Moines, IA, 50266
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 Activities
Zachary is the secretary for Comet Wrestling Club, a sports/physical recreation organization, dedicating minimal time. This activity is not investment-related.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Securities America, INC.Broker
Midwest Heritage Financial Advisors
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Fbl Marketing Services, LLCBroker
Tiaa-Cref Individual & Institutional Services, LLCBroker
Advice and Planning Services
T. Rowe Price Advisory Services, INC.
T. Rowe Price Investment Services, INC.Broker
State Registrations26 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.