Carl Zuckerberg is a CFP-designated registered investment advisor at Rzh Advisors LLC, based in Stamford, CT, with 26 years of industry experience. Carl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Divorce Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 451 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RZH Advisors offers two main investment management options, both charging a percentage of your portfolio's value each year. The fees are negotiable and may vary based on factors like the amount you invest and the complexity of your situation.
Wealth Management (includes financial planning):
- First $3M: 1.10%
- Next $2M: 0.85%
- Next $5M: 0.60%
- Next $10M: 0.50%
- Over $20M: 0.40%
Investment Management (limited planning):
- First $5M: 0.75%
- Next $5M: 0.50%
- Over $10M: 0.35%
The firm generally requires a minimum asset level of $5,000,000 for wealth management and investment management services.
Location
One Landmark Square, 11th Floor, Stamford, CT, 06901
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Carl is an insurance agent selling fixed insurance products, which is investment-related.
Employment History
Current Registrations
Rzh Advisors LLC
Previous Registrations
Commonwealth Financial Network
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.