Advisor at Tuliptree Advisors
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Firm
Tuliptree Advisors
Location
Rye, NY
Credentials
Series 63, Series 65
Industry experience
2 years
Rosanna Pezzo Brizio is a financial advisor at Tuliptree Advisors with Series 63 and Series 65 credentials and one year of industry experience. She previously worked at New York Life Investment Management and Intesa SanPaolo and is currently a partner at Tulip Tree Capital, a family fund focused on private equity and real estate. She is also an adjunct professor at Columbia University. Tuliptree Advisors is an independent, fee-only firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of investment management and consulting services, employing a mix of active and passive strategies alongside fundamental, technical, and quantitative analyses.
Based on Tuliptree Advisors
Based on Tuliptree Advisors
Fixed fees ranging from $5,000 to $15,000 for financial planning; $5,000 flat fee up to $500,000 AUM for investment management and retirement plan consulting; $5,000 upfront fee possible for business funding consulting; $5,000 to $25,000 per educational seminar
$0 - $500,000: $5,000 flat fee $500,001 - $1,000,000: 1.15% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.75% $5,000,001+: Negotiable
Up to $1,000 per hour for Investment Adviser Representatives; $500 per hour for Support Staff
Minimum fee: $5,000 flat fee for investment management and retirement plan services up to $500,000 AUM/AUA Fee-only: Yes, fee-only compensation from clients only (no commissions or other compensation)
Rye, NY
New York
Tuliptree Advisors LLC
2023 - Present (3 years)
Tulip Tree Capital (Private Equity)
2022 - Present (4 years)
New York Life Investment Management
2019 - 2022 (3 years)
Columbia University
2015 - Present (11 years)
Intesa SanPaolo
2006 - 2019 (13 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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