David Renzi is a registered investment advisor at Ironwood Financial, LLC, based in Tucson, AZ, with 12 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 624 clients with $660M 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 $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable for amounts over $5,000,000.
Fee Estimator
Location
1926 E. Fort Lowell Road, Suite 100, Tucson, AZ, 85719
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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
David is a referee at the YMCA, a DBA at Renzi Wealth Management and Ironwood Financial LLC, and a volunteer basketball coach at Flowing Wells High School. He spends minimal time on these activities.
Employment History
Current Registrations
Ironwood Financial, LLC
Previous Registrations
Next Financial Group, 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.