Matthew Ferrell is a CFP-designated registered investment advisor at Made Financial Design, based in Land O Lakes, FL, with 3 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 9 clients with $3.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.90% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.50% |
If MADE utilizes an outside manager, the above fee schedule does not include the outside manager's fee, but the combined fee will not exceed 2% of assets under management.
Fee Estimator
Contact
Matthew Ferrell
Location
Land O Lakes, FL
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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
Made Financial Design
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
State Registrations1 state
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