Felicia Greenwald is a registered investment advisor at Financial Futures, based in Brielle, NJ, with 2 years of industry experience. Felicia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 180 clients with $220M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.60% |
| $15M+ | 0.50% |
Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Location
River Place Executive Center, 1027 Nj-70, Suite 201, Brielle, NJ, 08730
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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
Felicia is the sole owner of Felicia M Wong Inc., a tax preparation service, since 2021. This takes about half of Felicia's time and is not investment related.
Employment History
Current Registrations
Financial Futures
State Registrations1 state
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.