Ferraro Wealth Management is an independent registered investment advisor based in Dublin, Ohio, founded by Andrew Ferraro. The firm provides discretionary investment management and personalized financial planning services to individuals, high-net-worth individuals, trusts, estates, and business entities. Investment strategies are tailored to each client's specific goals, time horizon, and risk tolerance using fundamental analysis, technical analysis, and Modern Portfolio Theory. In addition to portfolio management, Ferraro Wealth Management offers comprehensive financial planning covering cash flow, retirement strategies, risk management, tax reduction, and estate preservation. The firm also provides consulting services for employer-sponsored retirement plans. Andrew Ferraro acts as a fiduciary, legally required to put clients' best interests first, and also operates as a licensed insurance agent offering insurance products separately.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.60% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $10.0M | 1.00% |
| $10M+ | 0.60% |
This is a breakpoint fee schedule where the entire portfolio is charged the same asset management fee. Fees are negotiable.