Ferri Investment Solutions offers fixed-fee and hourly-fee financial advice. The firm provides advice directly to clients and to clients referred by other financial professionals. Ferri Investment Solutions does not manage portfolios, take custody of assets, or trade for clients. The firm focuses on low-fee mutual funds and exchange-traded funds that track broad market indexes. Ferri Investment Solutions acts as a fiduciary, upholding a duty of loyalty, fairness, and good faith towards each client.
Fee Structure
Ferri Investment Solutions offers a one-time service called Portfolio 2nd Opinion™ for $995, which includes a document review, a two-hour consultation, and a summary letter with supporting documents. If the consultation exceeds two hours, you'll be charged $450 per hour for the extra time, but only with your approval. If the time to deliver the service is meaningfully less than two hours, the $995 fee may revert to a $450 per hour fee, resulting in a lower overall fee.