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Anthony Razzano

12 Years of Experience
Bradenton, FL

Anthony Razzano is a registered investment advisor at Razzano Investment Management, based in Bradenton, FL, with 12 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 25 clients with $2.5M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
25 clients
Average Client Portfolio
$100K average
Assets Under Management
$2.5M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Bradenton, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Anthony is a CPA working with individuals, corporations, and partnerships. He is also a certified NFL agent and published author.

Employment History
Current Registrations
Razzano Investment Management
February 2015 - Present · 11 yrs 3 mos
Previous Registrations
Razzano Investment Management
April 2011 - December 2012 · 1 yr 8 mos
State Registrations2 states
FLPA
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.