Joel Zerbe is a registered investment advisor at Vista Cima Wealth Management LLC, based in Surprise, AZ, with 12 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 266 clients with $140M 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 $249K | 2.50% |
| $249K - $500K | 2.00% |
| $500K - $1000K | 1.75% |
| $1000K - $2.0M | 1.50% |
| $2M+ | 1.25% |
Portfolio management fees are generally negotiable.
Fee Estimator
Location
Surprise, AZ
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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
Vista Cima Wealth Management LLC
Previous Registrations
Edward Jones
Edward JonesBroker
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.
Exams
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