Colin Zizzi is a CFP-designated registered investment advisor at Zizzi Investments, based in Mechanicsburg, PA, with 13 years of industry experience. Colin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Athletes & Entertainers, Business Owners, Cross-Border Planning, Estate Planning, and 6 more. Their firm serves 72 clients with $35M 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 $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $1.5M | 0.60% |
| $1.5M - $2.0M | 0.40% |
| $2M+ | 0.20% |
Fees may be negotiable. Minimum annual fee of $2,500. Fees for investment management services will not exceed 2% of assets under management.
Fee Estimator
Contact
Colin Zizzi
Location
Mechanicsburg, PA
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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
Zizzi Investments
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
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.
Exams
Additional Information
Zizzi Investments, LLC is a fee-only financial planning firm located in Mechanicsburg, PA and serving the broader US virtually.