Austin Feldman
Advisor at Feldman, Ingardona & Co
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Feldman, Ingardona & Co
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Downers Grove, IL 60515
Credentials
Series 66
Industry experience
4 years
Austin Feldman is a financial advisor at Feldman, Ingardona & Co with four years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors LLC. Feldman has a background that includes roles outside finance, such as working at Charter Fitness and attending the University of Alabama. Feldman, Ingardona & Co. provides investment advisory services primarily to high-net-worth individuals, families, institutions, and business entities, typically requiring a $5 million minimum account size. The firm focuses on long-term strategic asset allocation combined with opportunistic tactical adjustments, utilizing both active managers and low-cost passive funds.
Based on Feldman, Ingardona & Co
$0 - $2,000,000: 0.80% $2,000,001 - $5,000,000: 0.50% $5,000,001 - $25,000,000: 0.40% $25,000,001+: 0.30%
Customary commissions received from insurance product transactions by an employee as an insurance producer, with advisory fee reduced dollar-for-dollar by commissions received.
Account minimum: $5,000,000
2001 Butterfield Rd, Ste 170
Downers Grove, IL 60515
Illinois
Feldman, Ingardona & Co.
2024 - Present (2 years)
Equitable Advisors LLC
2021 - 2024 (3 years)
Unemployment
2021 - 2021 (1 year)
Charter Fitness
2018 - 2018 (1 year)
Feldman, Ingardona & Co.
2018 - 2018 (1 year)
University of Alabama
2017 - 2021 (4 years)
Benet Academy
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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