Advisor at Ferry Capital Management 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
Ferry Capital Management LLC
Location
Duck, NC
Credentials
Series 63, Series 65
Industry experience
35 years
$0 - $1,000,000: 1.00% annually $1,000,001 - $5,000,000: 0.90% annually $5,000,001 - $10,000,000: 0.80% annually $10,000,001 - $20,000,000: 0.75% annually $20,000,001 - $35,000,000: 0.65% annually $35,000,001 - $50,000,000: 0.50% annually $50,000,001+: Negotiable
Account minimum: $250,000 for Municipal Bond Strategy; $5,000 for Moderate Portfolio Strategy
Ferry Capital Management, LLC
2020 - Present (6 years)
Ferry Capital Management, LLC
2019 - 2020 (1 year)
Ferry Capital Management, LLC
2016 - 2019 (3 years)
Ferry Capital Management, LLC
2016 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, Series 66
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