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Facts and Insights
RAZZANO INVESTMENT MANAGEMENT is a leading financial advisory firm with a team of experienced professionals dedicated to helping clients achieve their financial goals. With a focus on personalized service and comprehensive financial planning, RAZZANO INVESTMENT MANAGEMENT has established a strong reputation as a trusted advisor in the industry.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and advisory services
- Offers a wide range of financial services to meet clients’ needs
- Works with clients to develop customized investment strategies
- Employs a team-based approach for greater expertise and support
- Values transparency and open communication with clients
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 12 |
| Time in Business: | 15 years |
Financial Services Offered
RAZZANO INVESTMENT MANAGEMENT offers a comprehensive range of financial services to meet the diverse needs of its clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- College planning
Client Types
RAZZANO INVESTMENT MANAGEMENT serves a wide range of clients, including:
- Individuals and families
- Business owners
- Retirees
- High net worth individuals
- Nonprofit organizations
Fees & Compensation
RAZZANO INVESTMENT MANAGEMENT is committed to transparency in its fee structure and compensation. The firm’s fees are based on a percentage of assets under management, and may also include hourly fees or fixed fees for certain services. Clients can rest assured that the firm’s compensation is not tied to the sale of any financial products, ensuring that their best interests are always the top priority.
Background
RAZZANO INVESTMENT MANAGEMENT was founded in 2005 by John Razzano, a highly experienced and respected financial advisor. Razzano saw a need for a firm that could provide personalized advice and holistic financial planning for clients, and has since grown the business into a successful and reputable advisory firm. Today, RAZZANO INVESTMENT MANAGEMENT continues to uphold the values of integrity, transparency, and personalized service that it was founded upon.
Financial Advisor Disclosures to Know
Like all financial advisors, RAZZANO INVESTMENT MANAGEMENT is held to a fiduciary standard, meaning the firm is legally obligated to act in the best interests of its clients at all times. Additionally, the firm is registered with the SEC and is required to disclose any potential conflicts of interest to clients. RAZZANO INVESTMENT MANAGEMENT takes these responsibilities seriously and is committed to maintaining the trust and confidence of its clients.