Ferris Wheel Finance provides investment management services where they manage your investments based on your goals and risk tolerance. They also offer financial planning services, which can be comprehensive or focused on specific areas like retirement, taxes, or estate planning. Ferris Wheel may use sub-advisors to manage client assets. They also hold seminars and workshops to educate the public on investments.
Assets Under Management$36M
Clients286
Advisors2
Avg. per Client$120K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 1.10% |
| $2.0M - $4.0M | 1.00% |
| $4.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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