Eliza Siradze
Eliza Siradze is a registered investment advisor at Ncu Investment Solutions, based in Smithfiled, RI, with 9 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 51 clients with $59M 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 $100K | 1.40% |
| $100K - $500K | 0.90% |
| $500K+ | 0.75% |
Fees are negotiable based on several factors. Clients with less than $20,000 may pay a flat annual fee of at least $250.
Fee Estimator
Location
1005 Douglas Pike, Smithfiled, RI, 02917
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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
Eliza is a notary public, performing notarial acts. This requires minimal time and provides no compensation.
Employment History
Current Registrations
Ncu Investment Solutions
Previous Registrations
Citizens Securities, INC.
Citizens Securities, INC.Broker
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.