Feldman, Ingardona & Co. offers investment advice to high-net-worth individuals, families, institutions, pension and profit-sharing plans, trusts, and business entities. The firm focuses on portfolio management, working with clients to develop a strategy that addresses their needs and investment goals. This includes asset allocation, investment manager selection, and performance monitoring. Strategies are tailored to each client, and clients can impose restrictions on investments.
Assets Under Management$1.7B
Clients182
Advisors5
Avg. per Client$9.5M
Avg. per Advisor$350M
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
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% |
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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