Louiza Ferrara is a CFA-designated registered investment advisor at Transatlantique Private Wealth LLC, based in New York, NY, with 6 years of industry experience. Louiza operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 411 clients with $880M 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. Alternate strategies have different rates: Allocation Yield strategy ranges from 0.50% to 0.70%; Municipal Bond strategy ranges from 0.30% to 0.40%.
Fee Estimator
Location
520 Madison Avenue, 37th Floor, New York, NY, 10022
Get directionsHistory
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 →Employment History
Current Registrations
Transatlantique Private Wealth 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.
Exams
More Advisors
- Dee-Ann Fox, CFPDee-Ann R. Fox, CFP
- Konstantin Fominykh, CFATenviz
- James Colavita, CFPGentrust
- Paul Bernardi, CFPCohen & Steers Capital Management INC.
- Peter Thomann, CFPBrave Eagle Wealth Management
- David Weigel, CFPWeigelfam