Douglas Zullo
Douglas Zullo is a CFP-designated registered investment advisor at Ironbridge Private Wealth, LLC, based in Austin, TX, with 23 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 157 clients with $310M 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 $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable. Performance-based fee arrangements may be available to certain high net worth clients.
Fee Estimator
Location
6420 Bee Caves Road, Suite 201, Austin, TX, 78746
Get directionsHistory
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
Douglas is the principal/insurance agent for Zullo Insurance Strategies, LLC, selling insurance since 2015, dedicating a few hours per week. He is also a co-owner of Zestor Hill, LLC, managing rental properties and tenant relationships, spending minimal time on this activity.
Employment History
Current Registrations
Ironbridge Private Wealth, LLC
Previous Registrations
AXA Advisors, LLC
AXA Advisors, LLCBroker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Locust Street Securities, 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.