Advisor at Focused Wealth Management, Inc.
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Firm
Focused Wealth Management, Inc.
Location
Newburgh, NY 12550
Credentials
Series 66
Industry experience
4 years
Zachary Manheim is a financial advisor at Focused Wealth Management, Inc. with nine years of experience in the industry. He holds the Series 66 designation and has previously worked at OSAIC and Securities America Inc. Focused Wealth Management serves individuals, high-net-worth clients, and various institutional and tax-exempt entities. The firm employs a proprietary quantitative screening process for security selection and offers discretionary and non-discretionary investment management, financial planning, and wrap-fee programs.
Based on Focused Wealth Management, Inc.
Fixed fees for comprehensive financial planning services ranging from $100 to $1,000, negotiable
$0 - $99,999: 1.50% $100,000 - $249,999: 1.40% $250,000 - $499,999: 1.30% $500,000 - $749,999: 1.20% $750,000 - $999,999: 1.10% $1,000,000 - $2,999,999: 1.00% $3,000,000 - $5,999,999: 0.80% $6,000,000 - $9,999,999: 0.60% $10,000,000 - $24,999,999: 0.50% $25,000,000 - $49,999,999: 0.40% $50,000,000+: 0.35%
Commission-based compensation for insurance products sold by representatives
Up to $150 per hour for financial planning and consultations, negotiable
Fee-only: Fixed fees range from $100 to $1,000 per plan, hourly fees up to $150 per hour, negotiable
11 Balmville Rd S Te 2 North
Newburgh, NY 12550
New York
OSAIC
2024 - Present (2 years)
Securities America Inc
2021 - 2024 (3 years)
Focused Wealth Management
2017 - Present (9 years)
New York LIfe
2017 - 2017 (1 year)
Stony brook university
2014 - 2016 (2 years)
Stony brook university
2013 - 2017 (4 years)
Hannaford Supermarket
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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