Mezzi is an internet-only registered investment advisor. Mezzi provides investment advice to clients who want professional guidance on their existing investment portfolios but prefer to maintain direct control over their accounts and execute their own trades. Mezzi also offers some financial planning advice, such as suggestions on savings, tax optimization, and asset allocation. All advice is customized based on the data provided by users.
Assets Under ManagementN/A
Clients146
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Mezzi charges a flat annual fee of $200. Clients are responsible for implementing any recommendations Mezzi provides. Mezzi will provide periodic updates and alerts based on market conditions and changes in your linked accounts.
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Location
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