Ted Ferik is a CFA-designated registered investment advisor at Brady Martz Wealth Solutions, LLC, based in Orange, CT, with 14 years of industry experience. Ted operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 448 clients with $800M 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 | 0.70% |
| $1.0M - $5.0M | 0.45% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.15% |
Fees and portfolio minimums may be negotiable in certain circumstances. Family member accounts can be combined for fee calculation purposes.
Fee Estimator
Location
Orange, CT
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 →Other Business Activities
Ted is involved in several business activities, including bookkeeping for a boat club and real estate development, owning a jewelry liquidation business, and providing tutoring services for FINRA exams. He also serves as a real estate agent and is a member of the Financial Services Institute's Investment Advisory Services Council, dedicating a few hours per week to each of these activities.
Employment History
Current Registrations
Brady Martz Wealth Solutions, LLC
Previous Registrations
Cetera Investment Services LLCBroker
Cetera Advisors LLCBroker
Cetera Financial Specialists LLCBroker
Cetera Wealth Services, LLCBroker
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Cigna Benefits Financing, INC.Broker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
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.
Exams
More Advisors
- Glenn Levine, CFPLPL Enterprise, LLC
- Susan Ianniello, ChFCEagle Strategies LLC
- Gregory Degennaro, CFAOnedigital