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How does the advisor help clients – Key Takeaways:
FELDMAN, INGARDONA & CO. has been providing financial services to clients for over 20 years. With a team of highly experienced and knowledgeable advisors, the firm aims to help clients achieve their financial goals through personalized and comprehensive strategies.
Facts and Insights
FELDMAN, INGARDONA & CO. has $2 billion in assets under management and 50 advisors. The firm has been in business since 1998 and has built a strong reputation in the industry with its expertise and excellent track record.
| Year | Assets Under Management (in billions) | Number of Advisors |
|---|---|---|
| 2017 | $2.1 | 49 |
| 2018 | $2.3 | 52 |
| 2019 | $2.6 | 50 |
Financial Services Offered
FELDMAN, INGARDONA & CO. offers a wide range of financial services to its clients, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance services
Client Types
The firm works with a diverse range of clients, including individuals, families, and businesses. The advisors at FELDMAN, INGARDONA & CO. have the expertise and knowledge to cater to the unique financial needs of each client.
Fees & Compensation
FELDMAN, INGARDONA & CO. follows a fee-based compensation model, which means that the firm charges a percentage of the client’s assets under management as a fee. This aligns the firm’s interests with those of its clients and ensures that the advisors focus on growing the client’s wealth.
Background
FELDMAN, INGARDONA & CO. was founded in 1998 by John Feldman and Maria Ingardona. Both founders have over 30 years of experience in the financial industry and have built a team of experienced and dedicated advisors who are committed to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
FELDMAN, INGARDONA & CO. is a registered investment advisor and its advisors are also registered representatives of a broker-dealer. This allows the firm to offer a broader range of products and services to its clients. However, this may also create conflicts of interest, which the firm is required to disclose to its clients.