Advisor at The WF Group, LLC
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.
Firm
The WF Group, LLC
Location
Greenwich, CT
Credentials
CFA®, Series 63
Industry experience
12 years
William Ferdinand is a CFA® charterholder with 12 years of industry experience. He has been the sole advisor at The WF Group, LLC since 2012, an independent firm based in Greenwich, CT. The WF Group primarily serves high-net-worth individuals, offering personalized portfolio management and discretionary investment advice. The firm employs a combination of fundamental, technical, and cyclical analysis, utilizing strategies such as long-term, short-term, trading, and option-writing to construct customized portfolios aligned with client objectives.
$0 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.60% $10,000,001 - $25,000,000: 0.50% $25,000,001+: 0.45%
Account minimum: $1,000,000 Fee-only: Fee-only, no commissions or other compensation accepted from third parties.
Greenwich, CT
Connecticut
The WF Group, LLC
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
Series 63, Series 65
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Westport, CT
Blue Keel Financial Planning
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