William Rizzo
William Rizzo is a registered investment advisor at Quantum Strategies Wealth Advisory, based in Glen Mills, PA, with 11 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 35 clients with $67M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.60% |
| $5M+ | 1.40% |
Fees are negotiable based on various criteria.
Fee Estimator
Location
32 Regency Plaza, Glen Mills, PA, 19342
Get directionsHistory
Regulatory History (1)
Judgment / Lien
May 2012Other Business ActivitiesSells Insurance
William is an insurance agent selling fixed insurance products, dedicating about 10-20% of his time to this activity. He also owns multiple residential properties, spending minimal time on this non-investment related activity.
Employment History
Current Registrations
Quantum Strategies Wealth Advisory
Previous Registrations
Metlife Securities INC.
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.