Ferris Financial Services provides investment management and financial planning services. Investment management involves creating a portfolio based on your goals, risk tolerance, and time horizon. Financial planning covers topics like retirement, taxes, investments, and estate planning. Ferris Financial will meet with you to determine your goals, provide recommendations, and monitor your progress.
Assets Under Management$29M
Clients30
Advisors1
Avg. per Client$970K
Avg. per Advisor$29M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $250K | 0.70% |
| $250K - $500K | 0.65% |
| $500K - $1.0M | 0.60% |
| $1.0M - $2.5M | 0.55% |
| $2.5M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.30% |
| $10M+ | 0.20% |
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.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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