James Ferrare is a CFA-designated registered investment advisor at Withum Wealth Management, based in Red Bank, NJ, with 24 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 798 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Annual investment advisory fees generally range between 0.50% and 1.25% based on assets under management, portfolio composition, and scope of services. Fees are negotiable.
Fee Estimator
Location
47 Reckless Place, Red Bank, NJ, 07701
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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
James serves on the Boards for the Parker Family Foundation and Spring Point Senior Living, dedicating about 10% of his time. These activities are not investment-related.
Employment History
Current Registrations
Withum Wealth Management
Pinnacle Associates, LTD.
State Registrations2 states
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
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