August Ferretti
August Ferretti is a registered investment advisor at Bankers Life Advisory Services, INC., based in Chicago, IL, with 8 years of industry experience. August operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11,822 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bankers Life Advisory Services (BLAS) charges an annual fee for managing your investment portfolio, ranging from 0.50% to 2.5% of the portfolio's value. This fee is negotiable. The fee is deducted from your account quarterly in advance.
Location
303 E. Wacker Drive, Ste 500, Chicago, IL, 60601
Get directionsHistory
Regulatory History (2)
Civil
November 2023Customer Dispute
February 2022Other Business ActivitiesSells Insurance
August is an insurance agent and unit sales manager for Bankers Life & Casualty, dedicating about a quarter of his time to this role. He also assists with selling collectibles on eBay, has a self-published book on Kindle, owns a rental property in North Carolina, and owns OBX Luxury Rentals LLC to support the rental property.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
State Registrations3 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.