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August Ferretti

Bankers Life Advisory Services, INC.
9 Years of Experience
Bridgewater, NJ
2 DisclosuresBrokerSells Insurance
View SEC Summary
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August Ferretti is a registered investment advisor at Bankers Life Advisory Services, INC., based in Bridgewater, NJ, with 9 years of industry experience. August is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 14,314 clients with $2.5B in assets under management.

Bankers Life Advisory Services, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
534 advisors
Number of Clients
14,314 clients
Average Client Portfolio
$174K average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees range from 0.50% to 2.50% annually and are negotiable based on portfolio size and other business considerations.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

440 Route 22 East Suite 160, Bridgewater, NJ, 08807

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Civil
November 2023
Pending
Customer Dispute
February 2022
Settled
View Full SEC ReportHow to Read Disclosures
Other 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.
September 2018 - Present · 8 yrs 1 mo
Bankers Life Securities, INC.Broker
April 2017 - Present · 9 yrs 6 mos
State Registrations3 states
MDNJNY
AdvisorBrokerBoth

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
No exam information available for this advisor.
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