Robert A Zappitelli specializes in financial planning and tax preparation. He helps clients develop financial goals and milestones for retirement planning. He also prepares tax returns, providing a comprehensive understanding of how different retirement strategies can affect an individual. Investment services are offered through commissions.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Robert A Zappitelli provides investment services through commissions charged on security transactions. These commissions are quoted before a trade is executed and are subject to negotiation. You will also incur brokerage fees and other related costs. Mutual funds and exchange traded funds also charge internal management fees.
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