Wayne Ferbert is a registered investment advisor at Alpha Dna Investment Management, based in Columbia, MD, with 14 years of industry experience. Wayne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 26 clients with $210M 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 | 1.00% |
Fee is negotiable depending on the type and complexity of asset management services provided.
Fee Estimator
Location
8860 Columbia 100 Parkway, Suite 301, Columbia, MD, 21045
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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
Wayne is the co-founder and co-managing director of Buy & Hedge, a software and education business servicing online brokerages. He spends approximately 60 hours per month on this business, with about half of those hours during securities trading hours.
Employment History
Current Registrations
Alpha Dna Investment Management
Previous Registrations
Zega Financial, LLC
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.