Zizzi Investments, LLC offers financial planning and investment management services. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and tax strategies. Investment management involves creating and managing portfolios based on client goals and risk tolerance. Zizzi Investments acts as a fiduciary, meaning they are legally required to act in your best interest.
Assets Under Management$35M
Clients72
Advisors2
Avg. per Client$490K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
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
Your Portfolio Value
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Estimated Annual Fee
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