Flynn Zito Capital Management offers investment management and financial planning services. They work with individuals, families, trusts, retirement plans, and businesses. Their services include creating investment portfolios, monitoring investments, and providing financial planning advice in areas like retirement, estate, and tax planning. They also offer retirement plan consulting for employers.
Assets Under Management$770M
Clients1,073
Advisors7
Avg. per Client$720K
Avg. per Advisor$110M
Fee Structure
Planning is included in investment management (also available separately)
Flynn Zito Capital Management offers two main investment management services:
- Comprehensive Wealth Management: The annual fee will not exceed 1.75% of the account value, billed quarterly in advance. This service includes investment management and financial planning.
- Investment Management: The annual fee will not exceed 1.65% of the account value, billed quarterly in advance. This service focuses on investment management only.
Fees are negotiable and may vary for legacy clients. LPL Financial collects the fees, and Flynn Zito receives a portion.
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