Louiza Ferrara is a CFA-designated registered investment advisor at Transatlantique Private Wealth LLC, based in New York, NY, with 5 years of industry experience. Louiza operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Cross-Border Planning, High Net Worth, Investment Management. Their firm serves 334 clients with $680M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees on assets over $10 million are negotiable. Different rates apply for assets managed under TPW’s Transatlantique Allocation Yield strategy and for the Municipal Bond asset class.
Fee Estimator
Location
520 Madison Avenue, 37th Floor, New York, NY, 10022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Transatlantique Private Wealth LLC
State Registrations2 states
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