Sarah Pezzino is a CFP-designated registered investment advisor at Avrio Wealth LLC, based in Cedar Grove, NJ, with 1 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Cross-Border Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 35 clients with $27M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $7.0M | 0.50% |
| $7M+ | 0.40% |
Minimum annual fee of $12,500 applies. Fees may be negotiable based on account size, account type, and complexity.
Fee Estimator
Location
Cedar Grove, NJ
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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 Activities
Sarah works as a seasonal shopper at Whole Foods Market, spending approximately 60 hours per month. This activity is not investment-related.
Employment History
Current Registrations
Avrio Wealth LLC
Avrio Wealth PTE LTD
State Registrations3 states
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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