Zachary Ritchey
Zachary Ritchey is a CFP-designated registered investment advisor at Private Wealth Asset Management, based in Omaha, NE, with 10 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, High Net Worth, Investment Management, Real Estate Investing, and 1 more. Their firm serves 559 clients with $2.5B 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 $2.0M | 1.20% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fees are negotiable and actual fees paid may differ. Philanthropic accounts and fixed income accounts (90%+ allocation) have separate fee schedules.
Fee Estimator
Location
1100 Capitol Avenue, Suite 200, Omaha, NE, 68102
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
Zachary is a licensed insurance agent since March 2024, selling sickness, accident, health insurance, life, and annuities through Private Wealth Asset Management. This takes a few hours per week, including during trading hours.
Employment History
Current Registrations
Private Wealth Asset Management
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Cetera Advisor Networks LLCBroker
Cwm, LLC
LPL Financial LLCBroker
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.
Exams
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