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How does the advisor help clients – Key Takeaways:
FERRI INVESTMENT SOLUTIONS provides expert financial advice and solutions to its clients. With a team of experienced professionals and a commitment to personalized service, they help clients achieve their financial goals and secure their financial future.
Facts and Insights
Founded in 1998 by renowned financial expert Rick Ferri, FERRI INVESTMENT SOLUTIONS has been providing top-notch financial services to its clients for over two decades. As a trusted industry leader, the firm has managed to build a strong reputation and a loyal client base due to its unwavering dedication to client success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 12 | 23 years |
Financial Services Offered
FERRI INVESTMENT SOLUTIONS offers a wide range of financial services to its clients, including investment management, retirement planning, tax planning, and estate planning. Their team of highly qualified advisors works closely with clients to create personalized financial plans tailored to their specific needs and goals.
Client Types
FERRI INVESTMENT SOLUTIONS caters to a diverse range of clients, including high-net-worth individuals, families, and small business owners. They also work with institutional clients, such as endowments, foundations, and pension plans.
Fees & Compensation
The firm’s fee structure is based on a percentage of assets under management, providing clients with the assurance that their advisors are truly invested in their success. They do not charge commissions or receive compensation from third parties, ensuring that their advice is always unbiased and in the best interest of their clients.
Background
Rick Ferri, founder of FERRI INVESTMENT SOLUTIONS, is a renowned financial advisor with over three decades of experience in the industry. He is a well-respected author, speaker, and consultant, and is often sought after for his expertise by major financial publications and media outlets.
Financial Advisor Disclosures to Know
FERRI INVESTMENT SOLUTIONS takes great pride in operating with the highest ethical standards and always putting clients’ interests first. As a fee-only firm, they have a legal obligation to act in a fiduciary capacity, meaning they must always act in the best interest of their clients. This ensures complete transparency and eliminates any potential conflicts of interest.