Jeremy Pizzolato
Jeremy Pizzolato is a registered investment advisor at Aan Wealth Advisors LLC, based in Metairie, LA, with 7 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 229 clients with $130M 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 | 1.50% |
Combined management fee for AAN Wealth Advisors and the subadvisor is up to 1.50% annually, billed quarterly in arrears. Fees are negotiable.
Fee Estimator
Location
3500 North Causeway Blvd, Suite 160, Metairie, LA, 70002
Get directionsHistory
Regulatory History (3)
Judgment / Lien
January 2011Regulatory
January 2011Judgment / Lien
May 2008Other Business ActivitiesSells Insurance
Jeremy is self-employed in insurance sales, specifically burial insurance policies, since 2016. This takes about 10-20% of his time, including during securities trading hours.
Employment History
Current Registrations
Aan Wealth Advisors LLC
Previous Registrations
Virtue Capital Management, LLC
Horter Investment Management, LLC
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
More Advisors
- Alex Brignac, CFPEdward Jones
- Derrick Williams, CFPCreative Planning
- Ralph Freibert, CFPPlanning Associates Wealth Management, LLC
- Michael Nobile, CFPCrescent Sterling LTD.
- Neal Adler, PFSAmeritas Advisory Services, LLC
- Richard Villavaso, ChFCPark Avenue Securities LLC