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Feldman, Ingardona & Co

Updated today

Client assets under management

$1,579,534,000

Clients

177

100% high-net worth

Advisors

5

of 6 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

35

Low

Average account size

$8,923,921

About

Feldman, Ingardona & Co. provides investment advisory services to high‑net‑worth individuals and families, institutions, pension and profit‑sharing plans, trusts and business entities, generally requiring a $5,000,000 minimum account size. The firm offers discretionary and non‑discretionary portfolio management centered on organizing portfolios, establishing long‑term strategic asset allocation, and selecting investment managers, mutual funds and ETFs.

The investment approach emphasizes a long‑term strategic asset allocation supplemented by opportunistic tactical shifts based on fundamental and technical analysis, using a mix of active managers and low‑cost passive funds. The firm conducts quarterly performance reporting and manager due diligence, reviewing managers whenever significant operational changes occur.

Noteworthy aspects include an affiliated tax preparation company (Strategic Tax Services LLC) owned by firm principals, with tax services provided separately and conflict disclosures encouraging clients to consider other providers, and the availability of insurance products through a licensed employee with disclosed commission treatment. The firm manages approximately $1.73 billion across six advisors—resulting in an unusually high AUM per advisor—and generally does not serve smaller, non‑high‑net‑worth individual accounts.

Client services

Portfolio management Selection of other advisers

Expertise

Wealth management Passive / index investing Active portfolio management

Fee options

Percentage

$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%

Commissions

Customary commissions received from insurance product transactions by an employee as an insurance producer, with advisory fee reduced dollar-for-dollar by commissions received.

Other

Account minimum: $5,000,000

Main office location

Feldman, Ingardona & Co

2001 Butterfield Rd, Ste 170

Downers Grove IL 60515, United States

Number of offices

1

Most active in

Arizona · California · Colorado · Florida · Illinois · Michigan · Montana · New Mexico · North Carolina · Texas · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Alex I

Series 63, Series 65

Downers Grove, IL

Feldman, Ingardona & Co

Alex Ingardona is a financial advisor with Feldman, Ingardona & Co. in Downers Grove, Illinois, holding Series 63 and Series 65 registrations and bringing 41 years of industry experience. He has been with Feldman, Ingardona & Co. since 1997. Outside of his advisory role, he serves on the board of a metal stamping company, RJP Investment Group LLC, in which he holds a minority ownership interest. Feldman, Ingardona & Co. provides investment advisory services primarily to high-net-worth individuals, families, institutions, and business entities, typically requiring a minimum account size of $5 million. The firm’s investment approach focuses on long-term strategic asset allocation combined with opportunistic tactical shifts, utilizing both active managers and low-cost passive funds.

Wealth management Passive / index investing Active portfolio management
user avatar

Matthew H

CFP®

Downers Grove, IL

Feldman, Ingardona & Co

Matthew Hart is a CFP® professional with seven years at Feldman, Ingardona & Co and a total of three years in the financial industry. Prior to joining Feldman, Ingardona & Co, he worked at Aon for four years. Feldman, Ingardona & Co provides investment advisory services primarily to high-net-worth individuals, families, institutions, and business entities, generally requiring a $5 million minimum account size. The firm focuses on long-term strategic asset allocation combined with opportunistic tactical shifts, utilizing a blend of active and passive investment managers.

Wealth management Passive / index investing Active portfolio management
user avatar

Timothy H

Series 63, Series 65

Downers Grove, IL

Feldman, Ingardona & Co

Timothy Hart is a financial advisor at Feldman, Ingardona & Co with 32 years of industry experience. He has been with the firm since 1998 and holds Series 63 and Series 65 licenses. Feldman, Ingardona & Co. provides investment advisory services primarily to high-net-worth individuals, families, institutions, and trusts, typically requiring a $5 million minimum account size. The firm focuses on long-term strategic asset allocation combined with opportunistic tactical shifts, utilizing both active managers and low-cost passive funds.

Wealth management Passive / index investing Active portfolio management
user avatar

Austin F

Series 66

Downers Grove, IL

Feldman, Ingardona & Co

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.

Wealth management Passive / index investing Active portfolio management
user avatar

Michael I

CFP®

Downers Grove, IL

Feldman, Ingardona & Co

Michael Ingardona is a CFP® professional with 12 years of experience at Feldman, Ingardona & Co. based in Downers Grove, IL. He has been with the firm since 2014, working as part of a six-advisor team. Feldman, Ingardona & Co. provides investment advisory services primarily to high-net-worth individuals, families, and institutions, typically requiring a minimum account size of $5 million. The firm focuses on long-term strategic asset allocation combined with opportunistic tactical shifts, utilizing both active managers and low-cost passive funds.

Wealth management Passive / index investing Active portfolio management
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