Richard Ferri is a CFA-designated registered investment advisor at Ferri Investment Solutions, based in San Saba, TX, with 16 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 220 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Ferri Investment Solutions offers a one-time service called Portfolio 2nd Opinion™ for $995, which includes a document review, a two-hour consultation, and a summary letter with supporting documents. If the consultation exceeds two hours, you'll be charged $450 per hour for the extra time, but only with your approval. If the time to deliver the service is meaningfully less than two hours, the $995 fee may revert to a $450 per hour fee, resulting in a lower overall fee.
Location
San Saba, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Richard is the sole member of Rick Ferri, LLC. He also engages in industry consulting, manages Core-4 Portfolios, and publishes content, dedicating minimal time to each activity.
Employment History
Current Registrations
Ferri Investment Solutions
Previous Registrations
Portfolio Solutions LLC
State Registrations1 state
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