Justin Ferdula
Justin Ferdula is a CFP-designated registered investment advisor at RBC Capital Markets, LLC, based in Chicago, IL, with 23 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.
Location
111 S Wacker Drive, Suite 3200, Chicago, IL, 60606
Get directionsHistory
Regulatory History (1)
Criminal
December 1997Other Business Activities
Justin owns and rents out condo properties, including Harbour House since 2006 and The Sheffield Condominium since 2017. He also serves on the board of directors for the Ravinia Festival Association and will be transferring a rental property into Litchfield Associates II LLC.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations38 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.