Joseph
Arce
Zermatt Wealth Partners
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About this Advisor
Joseph Arce is a financial advisor working out of San Diego, California with 8 years of industry experience. Arce currently works for Zermatt Wealth Partners. Their career trajectory has included roles at Brandes Investment Partners, L.P, Wheelerfrost - Wealth Managers, Self-Employed Consulting and Wfa Of San Diego. Arce holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. Zermatt Wealth Partners is a company that has its headquarters in San Diego, CA. The investment advisory business has a total of eight employees. It manages $91 million in total assets across its 524 accounts, placing it among the smaller investment advisory firms in the nation by assets under management. Of its 524 customer accounts, 19% are held by high-net-worth clients who have at least $1 million in assets available to invest. The firm provides a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees are based on which service is provided. However, fee types charged by Zermatt Wealth Partners most likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Zermatt Wealth Partners Brokerage Details
$90,792,221
8
524
$173,268
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Joseph Arce Work History
Joseph has been registered as a financial advisor for 8 years.*
Wfa Of San Diego
Wheelerfrost - Wealth Managers
Self-Employed Consulting
Brandes Investment Partners, L.P
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joseph Arce to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Zermatt Wealth Partners
Atlanta, GA
San Diego, CA
Wilmington, NC
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
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