Ira Zito is a CFP, ChFC-designated registered investment advisor at Financial Peak, based in Agoura Hills, CA, with 28 years of industry experience. Ira operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 47 clients with $15M 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 $500K | 1.50% |
| $500K - $1.0M | 1.45% |
| $1M+ | 1.25% |
Annual fees are negotiable.
Fee Estimator
Location
Agoura Hills, CA
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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 ActivitiesSells Insurance
Ira is an independent insurance agent and can affect the purchase of insurance and insurance-related investment products for clients, receiving separate compensation. This activity creates a conflict of interest and takes minimal time.
Employment History
Current Registrations
Financial Peak
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Edelman Financial Services LLC
Sanders Morris Harris INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Kinecta Financial & Insurance Services, LLCBroker
LPL Financial Corporation
LPL Financial CorporationBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
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.