Feldman, Ingardona & Co. is a registered investment advisor that has been managing portfolios for individuals, families, and institutions since 1997. The firm specializes in comprehensive portfolio management, which includes designing a long-term strategic asset allocation tailored to each client's specific needs and goals, selecting appropriate mutual funds and exchange-traded funds, and monitoring performance on an ongoing basis. Clients can choose to grant the firm the authority to make trades without asking first or opt for a non-discretionary arrangement where trades require client approval. The investment strategy balances fixed income and equity asset classes, with potential tactical shifts to capture market opportunities. In addition to investment management, the firm's owners operate a separate tax preparation company, and certain staff members are licensed for insurance sales, offering clients potential coordination across these areas.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.80% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $25.0M | 0.40% |
| $25M+ | 0.30% |
Fees may be negotiated based on factors such as the number of investing entities or accounts and portfolio complexity.