Dean Ferraro is a registered investment advisor at Longhouse Wealth Management, based in Encinitas, CA, with 8 years of industry experience. Dean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 49 clients with $7.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Clients will not be charged a total management fee over the 3% industry average. The management fee charged is subject to negotiation with each client based on the client’s characteristics and may differ from client to client.
Fee Estimator
Location
187 Calle Magdalena, Suite 103, Encinitas, CA, 92024
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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 Activities
Dean owns Authoritax, an accounting services and tax preparation business, and spends a few hours per week on it. He also holds an Enrolled Agent license and a California Real Estate Sales License, though he is not currently working as a real estate agent.
Employment History
Current Registrations
Longhouse Wealth Management
Previous Registrations
Hd Vest Investment ServicesBroker
State Registrations2 states
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