AR
PFS
AR
PFS

Anthony Rizzutto

14 Years of Experience
Baton Rogue, LA

Anthony Rizzutto is a PFS-designated registered investment advisor at Rizzutto Financial Advisors, based in Baton Rogue, LA, with 14 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 27 clients with $6.1M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
27 clients
Average Client Portfolio
$227K average
Assets Under Management
$6.1M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $49K1.50%
$49K - $100K1.25%
$100K - $1000K1.00%
$1.0M - $3.0M1.00%
$3.0M - $5.0M1.00%
$5M+1.00%

All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Baton Rogue, LA

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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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Other Business Activities

Anthony is a practicing CPA and owns a public accounting firm since 1990. This non-investment related activity takes about a quarter of his time.

Employment History
Current Registrations
Rizzutto Financial Advisors
September 2011 - Present · 14 yrs 8 mos
State Registrations1 state
LA
Advisor

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.

Exams
No exam information available for this advisor.
Anthony Rizzutto - Financial Advisor | TrueAdvisor