Andrea Zilli is a CFA-designated registered investment advisor at Wealth Teams Alliance, based in Irvine, CA, with 10 years of industry experience. Andrea operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 780 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth Teams Alliance offers investment management services where fees range from 0.60% to 1.10% annually, based on the value of your portfolio. The exact fee depends on factors like the representative assigned, the amount invested, the complexity of the engagement, and the number of meetings. Financial planning services may increase the advisory fee. Fees are paid quarterly, in advance, and are debited directly from client accounts. There is no minimum account size requirement.
Location
15520 Rockfield Blvd, Suite G, Irvine, CA, 92618
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrea is the CIO and Founder of AZ Partners, an advisory and consulting firm for asset management entities, since December 2023. This investment-related activity requires about 10-20% of Andrea's time during trading hours.
Employment History
Current Registrations
Wealth Teams Alliance
Sfi Advisors, LLC
Previous Registrations
Cerity Partners LLC
Aj Wealth
Kore Private Wealth, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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