Lisa Vioni is a registered investment advisor at Tigress Financial Partners LLC, based in Bronxville, NY, with 20 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 17 clients with $12M 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 $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1000K | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Location
141 Parkway Road, Suite 15, Bronxville, NY, 10708
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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 →Other Business Activities
Lisa is the President of Hedge Connection Inc., dedicating about half of her time to business development and account management. She also serves as an Investment Advisory Representative for Vioni Capital Management and a Co-Director for Astraeus Fund, Ltd, but spends minimal time on these activities. Additionally, Lisa is a FINRA arbitrator and involved with Green Chi Group, a potential venture capital fund.
Employment History
Current Registrations
Tigress Financial Partners, LLC
Tigress Financial Partners, LLCBroker
Vioni Capital Management, LLC
Previous Registrations
Rise Financial Services, LLCBroker
Old City Securities LLCBroker
Hollister Associates, LLCBroker
Ancora Securities, INC.Broker
Greenwich Capital Markets, INC.Broker
Lehman Brothers INC.Broker
The Nikko Securities CO. International, INC.Broker
Prudential Securities IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.