MI
CFP
MI
CFP

Michael Ingardona

4 Years of Experience
Downers Grove, IL

Michael Ingardona is a CFP-designated registered investment advisor at Feldman, Ingardona & CO, based in Downers Grove, IL, with 4 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 182 clients with $1.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
182 clients
Average Client Portfolio
$9.5M average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M0.80%
$2.0M - $5.0M0.50%
$5.0M - $25.0M0.40%
$25M+0.30%

Advisory fees may be negotiable and may differ among clients.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2001 Butterfield Rd, Ste 170, Downers Grove, IL, 60515

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Feldman, Ingardona & CO
March 2022 - Present · 4 yrs 2 mos
State Registrations1 state
IL
Advisor

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.