Zanetti Financial, LLC

Zanetti Financial, LLC is a registered investment advisor founded in 2015 by Gregory Zanetti, offering investment supervisory services tailored to individual client needs. The firm primarily focuses on value investing and inflation protection strategies, aiming to provide long-term growth while managing risks. Zanetti Financial charges an asset-based fee ranging from 0.50% to 0.85% based on account size. The firm uses Charles Schwab & Co., Inc. as the qualified custodian for client assets, with trades executed primarily through Schwab to minimize costs. Clients grant Zanetti Financial limited power of attorney for trading decisions, with reviews conducted at least quarterly. The firm does not receive commissions or compensation from third parties for client referrals. Greg Zanetti and Walt Benson have clean disciplinary records and do not engage in other financial industry activities that could pose conflicts of interest. Zanetti Financial emphasizes client privacy and data security, employing encryption technology and strict access controls to safeguard personal information. The firm's Privacy Policy outlines data collection, usage, and protection practices, ensuring compliance with federal standards and client confidentiality.