Razzano Investment Management

Fee-Only (% of Portfolio)

Razzano Investment Management offers investment advice to individuals and business entities. The firm tailors its advice to each client's needs, considering their risk tolerance and goals. Razzano Investment Management advises on a broad array of investments and does not specialize in any one type of advisory service or limit its services to any particular investment.

Assets Under Management$2.5M
Clients25
Advisors1
Avg. per Client$100K
Avg. per Advisor$2.5M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Razzano Investment Management | TrueAdvisor