Matthew Ferratusco is a registered investment advisor at Gfg Solutions, based in Orlando, FL, with 14 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 6 more. Their firm serves 315 clients with $310M 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 $250K | 1.20% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.50% |
Fixed income only accounts are charged 0.55%. Held away accounts incur an additional 0.25% fee. Fees are negotiable for family, friends, and special circumstances.
Fee Estimator
Location
150 N. Orange Street, Suite 340, Orlando, FL, 32801
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
Matthew is an investment manager and mutual fund subadvisor/advisor at Lyons Wealth Management, where he is the Director of Research and Analytics, dedicating full-time hours. He also owns Fitness Machine Technicians of East Central Florida, spending about 10-20% of his time on business development, marketing, and operations.
Employment History
Current Registrations
Gfg Solutions
Previous Registrations
Foreside Fund Services, LLCBroker
Midamerica Financial Services, INC.Broker
Lyons Wealth Management
Lyons Wealth Management
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
- Claudio NetoGfg Solutions
- Michelle TaylorGfg Solutions
- Rebecca Robey, CFPStonebridge Financial Planning Group, LLC
- Carlton Stokes, CFPSchwab Wealth Advisory, INC.
- Jacob Carris, CFA, CFPJake Carris Financial Planning
- Allison Young, CFPStonebridge Financial Planning Group, LLC