IE
CFA
IE
CFA

Izet Elmazi

3 Years of Experience
Toronto

Izet Elmazi is a CFA-designated registered investment advisor at Bristol Gate Capital Partners INC., based in Toronto, with 3 years of industry experience. Izet operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 879 clients with $2.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
879 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$2.1B

Fee Structure

Investment management only (planning not offered)

Bristol Gate charges an annual fee based on the value of your account. The fee is 1.00% or less, and is negotiated with each client or wrap fee program sponsor. The fee is calculated daily, monthly, or quarterly. Clients in wrap fee programs will pay a single, higher fee that covers services from both Bristol Gate and the wrap fee program sponsor.

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Location

45 St. Clair Avenue West, Suite 601, Toronto, M4V 1K9

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Bristol Gate Capital Partners INC.
June 2022 - Present · 3 yrs 11 mos
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.