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, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 205 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 $249K | 2.50% |
| $249K - $500K | 2.00% |
| $500K - $1000K | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.25% |
Fees are 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
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