Andrea Zilli is a CFA-designated registered investment advisor at Wealth Teams Alliance, based in Weehawken, NJ, with 11 years of industry experience. Andrea operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 7 more. Their firm serves 812 clients with $220M 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 | 1.10% |
Annual advisory fees generally range from 0.60% to 1.10% based on assets under management, and the maximum annual fee will not exceed 1.50%. Fees vary based on factors such as the assigned representative, portfolio size, complexity, and negotiations.
Fee Estimator
Location
Weehawken, NJ
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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
Andrea is the CIO and Founder of AZ Partners, an advisory and consulting firm for asset management entities, since December 2023. This investment-related activity requires about 10-20% of Andrea's time during trading hours.
Employment History
Current Registrations
Wealth Teams Alliance
Sfi Advisors, LLC
Previous Registrations
Cerity Partners LLC
Aj Wealth
Kore Private Wealth, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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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