Alex Ingardona is a registered investment advisor at Feldman, Ingardona & CO, based in Downers Grove, IL, with 41 years of industry experience. Alex operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 182 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.80% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $25.0M | 0.40% |
| $25M+ | 0.30% |
Advisory fees may be negotiable and may differ among clients.
Fee Estimator
Location
2001 Butterfield Rd, Ste 170, Downers Grove, IL, 60515
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Alex has a less than 5% ownership interest and serves on the board of RJP Investment Group LLC, which owns a metal stamping company. Alex spends minimal time on this activity, primarily attending quarterly board meetings and reviewing monthly financial updates.
Employment History
Current Registrations
Feldman, Ingardona & CO
Previous Registrations
Feldman, Ingardona & CO.Broker
Lehman Brothers INC.Broker
Principal Financial Securities,inc.Broker
Hamilton Investments, INC.Broker
Mesirow Investment Services, INC.Broker
William Blair & CompanyBroker
Painewebber IncorporatedBroker
State Registrations2 states
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