Paul Pizzuti
Paul Pizzuti is a CFP-designated registered investment advisor at Innovative Family Office LLC, based in Somers, NY, with 11 years of industry experience. Paul 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, Tax Planning. Their firm serves 25 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fee ranges up to 1.50% of assets under management. The firm may also negotiate other fee schedules, such as an annual fixed fee or a tiered fee schedule. For all investments in Unaffiliated Private Funds, the management fee is set at a flat rate of 1.00% of assets under management.
Fee Estimator
Location
361 Route 202, Somers, NY, 10589
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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 →Other Business ActivitiesSells Insurance
Paul is an independent insurance agent, spending a few hours per week on non-securities insurance products. He is also the founder of Reedy Wealth LLC, owner/operator of Arma Lucis, LLC (a real estate rental), and an IAR for Innovative Private Wealth Management Inc. and Broadstreet Family Office LLC, dedicating nearly full-time and a few hours per week, respectively.
Employment History
Current Registrations
Innovative Family Office LLC
Innovative Private Wealth Management INC.
Previous Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
State Registrations1 state
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