Charisse Rivers
Charisse Rivers is a registered investment advisor at Zinnia Wealth Advisory, LLC, based in Ocala, FL, with 10 years of industry experience. Charisse operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 688 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Zinnia Wealth Advisory's fee for managing your investments is a percentage of the value of your account, billed monthly. The exact percentage depends on which sub-advisor manages your account:
For accounts managed by Brookstone Capital Management:
- $10,000 to $1,999,999: Total fee is 1.45% per year (Zinnia Wealth Advisory gets 1.00%, Brookstone gets 0.45%)
- $2,000,000 to $3,999,999: Total fee is 1.30% per year (Zinnia Wealth Advisory gets 0.85%, Brookstone gets 0.45%)
- Over $4,000,000: Total fee is 0.95% per year (Zinnia Wealth Advisory gets 0.50%, Brookstone gets 0.45%)
For accounts managed by Impact Partnership Wealth:
- $10,000 to $1,999,999: Total fee is 1.45% per year (Zinnia Wealth Advisory gets 1.30%, Impact Partnership gets 0.15%)
- $2,000,000 to $3,999,999: Total fee is 1.30% per year (Zinnia Wealth Advisory gets 1.15%, Impact Partnership gets 0.15%)
- Over $4,000,000: Total fee is 0.95% per year (Zinnia Wealth Advisory gets 0.80%, Impact Partnership gets 0.15%)
The fee charged to buy and hold portfolios will be significantly lower and will be clearly stated in the advisory agreement.
Location
3220 SW 33rd Rd, Ocala, FL, 34474
Get directionsHistory
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
Charisse is a managing member and owner/insurance agent at Zinnia Wealth Management, an insurance agency, dedicating about half of her time. She also manages Rivers Property Ocala LLC, a real estate holding company, spending minimal time on it.
Employment History
Current Registrations
Zinnia Wealth Advisory, LLC
Previous Registrations
Retirement Wealth Advisors, INC.
State Registrations1 state
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