Rizzutto Financial Advisors

Fee-Only (% of Portfolio)Fixed/Hourly

Rizzutto Consulting, LLC is a fee-only investment advisory firm offering financial planning and investment portfolio management. They tailor their advice to each client's individual needs and goals, and clients can place restrictions on their investments. Rizzutto Consulting does not manage accounts with discretionary authority, meaning they need your approval before making trades.

Assets Under Management$6.1M
Clients27
Advisors1
Avg. per Client$230K
Avg. per Advisor$6.1M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $49K1.50%
$49K - $100K1.25%
$100K - $1000K1.00%
$1.0M - $3.0M1.00%
$3.0M - $5.0M1.00%
$5M+1.00%

All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Rizzutto Financial Advisors | TrueAdvisor