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Alfred Feronti

Amfg Wealth Management LLC
40 Years of Experience
Westlake, OH
4 DisclosuresSells Insurance
View SEC Summary
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Alfred Feronti is a registered investment advisor at Amfg Wealth Management LLC, based in Westlake, OH, with 40 years of industry experience. Alfred operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 634 clients with $44M in assets under management.

Amfg Wealth Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
634 clients
Average Client Portfolio
$70K average
Assets Under Management
$44.2M

Fee Structure

Minimum Investment:$25K

AMFG Wealth Management charges a percentage of your portfolio's value each year. The specific percentage ranges from 0.12% to 1.75% depending on the amount of your assets. The final fee schedule is outlined in your Investment Policy Statement. Fees are negotiable. AMFG Wealth Management may direct clients to third-party investment advisors, and will be compensated via a fee share from those advisors.

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Location

924 Westpoint Parkway, Suite 100, Westlake, OH, 44145

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
June 2007
Final
Employment Separation After Allegations
May 2007
Regulatory
May 2007
Final
Customer Dispute
June 1998
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Alfred owns 100% of A & M Financial Group Inc., which is involved in the sale and service of fixed insurance products. He also acts as a solicitor of Hazard & Siegel Advisory Services LLC.

Employment History
Current Registrations
Amfg Wealth Management LLC
March 2018 - Present · 8 yrs 1 mo
Previous Registrations
Sageguard Wealth Management, INC.
July 2017 - March 2018 · 8 mos
Hazard & Siegel Advisory Services LLC
March 2016 - July 2017 · 1 yr 4 mos
Hazard & Siegel, INC.Broker
August 2012 - July 2017 · 4 yrs 11 mos
World Capital Advisors, LLC
January 2008 - December 2010 · 2 yrs 11 mos
Gwn Securities INC.
October 2004 - June 2007 · 2 yrs 8 mos
Gwn Securities INC.Broker
October 2004 - June 2007 · 2 yrs 8 mos
Legend Equities CorporationBroker
December 2003 - January 2004 · 1 mo
Brecek & Young Advisors, INC.
January 2002 - October 2004 · 2 yrs 9 mos
Brecek & Young Advisors, INC.Broker
March 2001 - October 2004 · 3 yrs 7 mos
Donahue Securities, INC.Broker
October 1998 - March 2001 · 2 yrs 5 mos
Sunamerica Securities, INC.Broker
October 1997 - September 1998 · 11 mos
Commonwealth Equity Services, INC.Broker
April 1997 - October 1997 · 6 mos
Ifg Network Securities, INC.Broker
December 1996 - April 1997 · 4 mos
Buckhead Financial CorporationBroker
March 1992 - December 1996 · 4 yrs 9 mos
MML Investors Services, INC.Broker
October 1990 - January 1992 · 1 yr 3 mos
Walnut Street Securities, INC.Broker
January 1990 - October 1990 · 9 mos
New England SecuritiesBroker
October 1986 - January 1990 · 3 yrs 3 mos
Philadelphia Life Asset Planning CompanyBroker
July 1986 - August 1986 · 1 mo
Southwestern Management & Research CorporationBroker
October 1983 - July 1986 · 2 yrs 9 mos
Nel Equity Services CorporationBroker
April 1982 - December 1982 · 8 mos
State Registrations4 states
FLOHPASC
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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