MP
MP

Maria Ann Tzitzouris Plante

29 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
November 2006 - Present · 19 yrs 3 mos
Brown, Lisle/cummings, INC.Broker
August 2004 - Present · 21 yrs 6 mos
Previous Registrations
Ing Financial Partners, INC.Broker
April 2004 - August 2004 · 4 mos
Navigator Investment Management, LLC
January 2000 - November 2004 · 4 yrs 10 mos
Cantella & CO., INC.Broker
August 1998 - March 2004 · 5 yrs 7 mos
Carolan & CO., INC.Broker
December 1995 - September 1998 · 2 yrs 9 mos
State Registrations2 states
MARI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.