Rosanna Pezzo-Brizio is a registered investment advisor at Tuliptree Advisors, based in Rye, NY, with 1 years of industry experience. Rosanna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Real Estate Investing, Retirement Planning. Their firm serves 13 clients with $11M 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 | 1.00% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable for assets over $5,000,000.
Fee Estimator
Location
Rye, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rosanna is a Partner at Tulip Tree Capital, a Family Fund investing in private equity and real estate, since 2022. She is also an adjunct professor at Columbia University since 2015; these activities take minimal time.
Employment History
Current Registrations
Tuliptree Advisors
State Registrations1 state
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