Ferrante Capital LLC provides financial planning and nondiscretionary portfolio management services. Financial planning covers retirement, cash flow, investments, taxes, education funding, and risk management. Investment recommendations may include stocks, ETFs, mutual funds, and fixed income. Ferrante Capital also offers standalone, project-based financial planning services. The firm does not exercise discretionary authority over client accounts.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,200
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.90% |
| $250K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.60% |
| $3M+ | 0.45% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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