DI
DI

David Anthony Izzi

35 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
232 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$414.7M

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.50%
$1.0M - $2.0M1.25%
$2M+1.00%

Fees may be negotiable based on various factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

One Turks Head Place - Suite 800, Providence, RI, 02903

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Brown, Lisle/cummings, INC
May 2007 - Present · 18 yrs 9 mos
Brown, Lisle/cummings, INC.Broker
January 1991 - Present · 35 yrs 1 mo
Previous Registrations
Commonwealth Equity Services, INC.Broker
March 1990 - December 1990 · 9 mos
State Registrations12 states
CTFLIAINMAMENVORRITXUTWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.