Brian Zito is a CFP-designated registered investment advisor at Wealthspire Retirement Advisory, based in Charlotte, NC, with 22 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 7,532 clients with $39B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.60% |
Fees range from 0.25% to 1.60% based on the nature of the services, portfolio composition, and rebalancing frequency. Rates are negotiable.
Fee Estimator
Location
1901 Roxborough Road, Suite 315, Charlotte, NC, 28211
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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 Activities
Brian owns CleanerWays, LLC, a product development and e-commerce business, since 2020. He spends minimal time on this non-investment related activity.
Employment History
Current Registrations
Wealthspire Retirement Advisory
Previous Registrations
Mgi Funds Distributors, LLCBroker
Mmc Securities LLC
Mmc Securities LLCBroker
Captrust
Capfinancial Securities, LLC.Broker
Captrust Financial Advisors or "captrust"
Wells Fargo Advisors, LLCBroker
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.
Exams
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