Joel Michael Zerbe
Investment Adviser Representative at VISTA CIMA WEALTH MANAGEMENT LLC
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| $1 - $249,000 | 2.50% |
| $250,000 - $499,999 | 2.00% |
| $500,000 - $999,999 | 1.75% |
| $1,000,000 - $1,999,999 | 1.50% |
| $2,000,000 and up | 1.25% |
Vista CIMA Wealth Management LLC Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Other advisors at VISTA CIMA WEALTH MANAGEMENT LLC
2 other advisors in the directory
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