Individual / Families
– By utilizing institutional providers, mutual funds, & SEC-regulated Registered Investment Advisors, we can provide fiduciary-guided, fee-based services.
- Schwab Institutional (recordkeeper)
- Dimensional Fund Advisors (mutual fund)
- Strategic Investment Solutions (SEC-regulated RIA)
– Full Transparency with Advisory Agreement and Schedule A Fee Schedule
– Fee-based ONLY Advisory Services
The Ferber Group is a fee-based advisory firm, which applies to individuals/ families, and company retirement plans. What does that mean? We receive ZERO revenue from mutual fund companies. This allows us to maintain a Fiduciary approach, acting in our client’s best interests. By using portfolios consisting of institutional mutual funds, we suppress investment costs for our clients.
Less investment fees = more money working for the client.