Ferraro Wealth Management provides investment management and financial planning services. Investment management is offered on a discretionary basis, tailoring investment strategies to individual client goals and risk tolerance. Financial planning covers various aspects, including financial goals, net worth assessment, cash flow analysis, retirement strategy, risk management, tax reduction, and estate preservation. Seminars and workshops are also offered to educate the public on investments.
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% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).