William Ferdinand is a CFA-designated registered investment advisor at The Wf Group, LLC, based in Greenwich, CT, with 12 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 8 clients with $11M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.45% |
WFG retains the right to modify fees, including account size minimums, in its sole and absolute discretion on a client-by-client basis based on the size, complexity and nature of the advisory services provided. In addition, WFG reserves the right to aggregate client accounts for calculation of fee purposes.
Fee Estimator
Location
Greenwich, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
The Wf Group, LLC
State Registrations1 state
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