Christopher Vizzi
Christopher Vizzi is a CFP-designated registered investment advisor at Independent Financial Group, LLC, based in San Clemente, CA, with 19 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
1520 N El Camino Real, Unit 1, San Clemente, CA, 92672
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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 ActivitiesSells Insurance
Christopher is a licensed insurance agent since 2015, dedicating a few hours per week to insurance sales. He is also a 50% owner of Southcoast Investment Advisors LLC and co-owner of Provision Sports & Entertainment, a marketing division of South Coast Investment Advisors.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Mcl Financial Group, INC.Broker
State Registrations26 states
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