Paul Pizzuti
Paul Pizzuti is a CFP-designated registered investment advisor at Innovative Private Wealth Management INC., based in Greenville, SC, with 12 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 417 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range up to 2.00% annually and are negotiable based on factors such as assets under management, range of investments, and complexity of circumstances.
Fee Estimator
Location
2 West Washington Street, Suite 200, Greenville, SC, 29601
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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
Paul is an independent insurance agent, spending a few hours per week on non-securities insurance products. He is also the founder of Reedy Wealth LLC, owner/operator of Arma Lucis, LLC (a real estate rental), and an IAR for Innovative Private Wealth Management Inc. and Broadstreet Family Office LLC, dedicating nearly full-time and a few hours per week, respectively.
Employment History
Current Registrations
Innovative Private Wealth Management INC.
Previous Registrations
Innovative Family Office LLC
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
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.
Exams
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