Jean-Paul Atallah is a registered investment advisor at Rzh Advisors LLC, based in Stamford, CT, with 15 years of industry experience. Jean-Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 451 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.10% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Schedule reflects Wealth Management inclusive of financial planning. RZH Advisors also offers an Investment Management schedule with limited planning starting at 0.75% for the first $5M. Fees are negotiable.
Fee Estimator
Location
One Landmark Square, 11th Floor, Stamford, CT, 06901
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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 →Employment History
Current Registrations
Rzh Advisors LLC
Previous Registrations
Gyl Financial Synergies, LLC
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors, LLC
Metlife Securities INC.
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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