Annmarie Rizzo is a registered investment advisor at Plectrum Advisers LLC, based in Altadena, CA. Annmarie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 76 clients with $73M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Plectrum Advisers offers two investment management programs:
- Plectrum Direct: Charges 1% of your portfolio per year. There is a $300,000 minimum to use this service.
- Plectrum Accelerate: Charges a monthly subscription fee. The first month is free. If your account balance is less than $5,000, the fee is $9.95/month for 12 months. After that, or if your balance exceeds $5,000, the fee is $29.95/month.
Location
Altadena, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Plectrum Advisers LLC
State Registrations1 state
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Exams
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