Ricardo Ferreira
Ricardo Ferreira is a registered investment advisor at Great Valley Advisor Group, LLC, based in Wilmington, DE, with 17 years of industry experience. Ricardo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 33,099 clients with $9.7B 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 $500K | 2.50% |
| $500K - $1.0M | 2.25% |
| $1.0M - $3.0M | 2.00% |
| $3M+ | 2.00% |
Fees and account value tiers are subject to negotiation at the sole discretion of Great Valley Advisor Group.
Fee Estimator
Location
1200 Pennsylvania Ave, Suite 202, Wilmington, DE, 19806
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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 ActivitiesSells Insurance
Ricardo is affiliated with McNamara Financial Group, focusing on non-variable insurance (5% of his time) and as a DBA for his LPL business (95% of his time). He also provides investment advisory services through Great Valley Advisor Group, Inc. and Paragon Wealth Management, dedicating nearly full-time hours to these activities.
Employment History
Current Registrations
Great Valley Advisor Group, LLC
Previous Registrations
LPL Financial LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations1 state
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