John Ferraro is a registered investment advisor at Longhouse Wealth Management, based in Encinitas, CA, with 7 years of industry experience. John 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.
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Learn about disclosures →Employment History
Current Registrations
Longhouse Wealth Management
State Registrations2 states
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