Charles Muzzo
Charles Muzzo is a registered investment advisor at Walser Wealth Management Company, a Limited Liability Company, based in Tampa, FL, with 12 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 582 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Walser Wealth's investment advisory fees are based on the average daily market value of your investments, paid monthly. The maximum fee is 1.25%. Fees may be negotiable. There is a $1,000 minimum fee for all accounts. If Walser Wealth uses other investment advisory firms as sub-advisors/co-managers, their fees are included in Walser Wealth’s fee schedule.
Location
111 W. Oak Avenue, Ste 450, Tampa, FL, 33602
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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
Charles owns rental real estate property since 2020, acting as landlord and managing the lessee, dedicating minimal time. He is also an independent insurance agent since 2023, selling insurance products and dedicating full-time hours to this activity.
Employment History
Current Registrations
Walser Wealth Management Company, a Limited Liability Company
Previous Registrations
Steward Partners Investment Solutions, LLCBroker
Steward Partners Investment Advisory, LLC
Raymond James Financial Services, INC.Broker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Nylife Securities LLCBroker
State Registrations1 state
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.