David Izzi is a registered investment advisor at Brown, Lisle/cummings, INC, based in Providence, RI, with 35 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 232 clients with $410M 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 | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees may be negotiable based on various factors. Certain legacy clients may be subject to different fee arrangements.
Fee Estimator
Location
One Turks Head Place - Suite 800, Providence, RI, 02903
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Brown, Lisle/cummings, INC
Brown, Lisle/cummings, INC.Broker
Previous Registrations
Commonwealth Equity Services, INC.Broker
State Registrations13 states
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