Anthony Pizzo is a registered investment advisor at Select Money Management, INC., based in Los Angeles, CA, with 8 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 943 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Select Money Management (SMM) offers several investment management options:
- General Investment Advisory Services: In most situations, SMM does not charge a separate fee for general investment advisory services for individuals.
- AssetMark Platform: Clients pay an annual investment advisory fee which is a percentage based on the fair market value of the total assets under management. The fee range is between 1.00% and 2.00%.
- Select Money Management Wrap Fee Program: Fees range between 0.70% and 2.20%, depending on the asset allocation strategy, the assets under management, the complexity of your investment requirements, and the nature of your individual circumstances.
- Managing the Managers: SMM receives a portion of the fee that you pay to the third-party manager, generally between 0.50% and 1.95%, depending on the assets under management, the complexity of your investment requirements, and the nature of your individual circumstances.
- Third-Party Wrap Fee Programs: SMM receives a portion of the fee that you pay to the sponsor, generally between 0.40% and 1.5%, depending on the assets under management, the complexity of your investment requirements, and the nature of your individual circumstances.
Location
2121 Avenue of the Stars, Suite 1600, Los Angeles, CA, 90067
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Select Money Management, INC.
Seia
Signature Estate Securities, LLC
Signature Estate Securities, LLCBroker
Previous Registrations
Select Money Management, INC.
Select Portfolio Management INC
Securities Equity GroupBroker
State Registrations1 state
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