Jack Rizzi is a CFP-designated registered investment advisor at Dew Wealth Management, based in Westchester, IL, with 1 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Estate Planning, and 7 more. Their firm serves 246 clients with $460M 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $6.0M | 0.60% |
| $6.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Schedule reflects the Maintenance Mode tier structure. Investment management is also available through other advisory programs with asset-based rates ranging from 0.30% to 0.40%.
Fee Estimator
Location
Westchester, IL
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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 →Employment History
Current Registrations
Dew Wealth Management
Previous Registrations
Patrick M. Sweeney & Associates, INC
State Registrations2 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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