Felitsa Kapsas is a registered investment advisor at Fft Wealth Management, based in Philadelphia, PA, with 14 years of industry experience. Felitsa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 66 clients with $6.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FFT Wealth Management charges either an annual fee based on the value of your portfolio or a fixed annual fee for investment management. The asset-based fee generally ranges from 0.25% to 1.50% of the portfolio value, depending on the size of the portfolio, the complexity, and the services provided. Fixed fees generally range from $5,000 to $2,000,000 annually.
Location
2 Liberty Place, Floor 34, Philadelphia, PA, 19102
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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
Felitsa is involved with LGL Partners, LLC, servicing client accounts. This is a part-time activity during non-trading hours.
Employment History
Current Registrations
Fft Wealth Management
Previous Registrations
Cv Brokerage, INCBroker
Lgl Partners, LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
State Registrations1 state
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.