Michael Carizzi is a registered investment advisor at Omnikey Investment Advisors, based in Fontana, CA, with 2 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
Compensation
Firm Size
IM Fee
Fee Structure
Omnikey Investment Advisors charges a recurring fixed fee for ongoing financial planning, ranging from $50 to $200 per month, paid in advance. The fee depends on the client's needs, complexity, time, research, and resources required. An initial fee, no greater than $5,000, covers the initial construction of the financial plan.
Omnikey Investment Advisors charges a fixed fee for project-based financial planning, ranging from $200 to $10,000. The fee depends on the client's needs, complexity, time, research, and resources required. Half of the fee is due at the beginning of the process, and the remainder is due upon completion of work.
Location
Fontana, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is a professor at Los Angeles Community College District since 2010, developing curricula and delivering course material. This takes about half of his time, including during securities trading hours.
Employment History
Current Registrations
Omnikey Investment Advisors
State Registrations1 state
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