Advisor at Fingerlakes Wealth Management, Inc.
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
Fingerlakes Wealth Management, Inc.
Location
Ithaca, NY 14850
Credentials
Series 63, Series 66
Industry experience
27 years
Pension consulting flat fees generally range from $750 to $10,000 annually for ongoing services.
$0 - $250,000: 1.000% $250,001 - $500,000: 0.975% $500,001 - $750,000: 0.950% $750,001 - $1,000,000: 0.900% $1,000,001 - $1,500,000: 0.800% $1,500,001 - $2,000,000: 0.700% $2,000,001 - $5,000,000: 0.600% $5,000,001+: 0.500%
Offered through supervised persons registered with affiliated broker-dealer for non-advisory accounts; commissions may be earned on securities sales.
Financial consulting services at $250 per hour, negotiable.
Account minimum: $75,000 Fee-only: Comprehensive Portfolio Management fees tiered as above; Financial Consulting at $250/hour (may be negotiable); Pension Consulting charged as flat fees ranging from $750 to $10,000 annually or percentage of assets under management based on engagement scope.
Fortune Financial Services, Inc.
2009 - Present (17 years)
Fingerlakes Wealth Management, Inc.
2009 - Present (17 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:
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.
Is not active or affiliated with:
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.
CFP®, Series 66
Ithaca, NY
Edward Jones
CFP®, Series 65
Ithaca, NY
S Conway Consulting, LLC
Series 66
Ithaca, NY
Centennial Wealth Management Inc.
Series 66
Ithaca, NY
Merryfield Barnes, LLC
CFP®, Series 63
Ithaca, NY
Anchor Capital Management, LLC
Series 65
Ithaca, NY
Fingerlakes Wealth Management, Inc.
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