James Ferrare is a CFA-designated registered investment advisor at Withum Wealth Management, based in Red Bank, NJ, with 23 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 736 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Withum Wealth Management provides investment management services for a fee based on the value of your portfolio. The fee generally ranges from 0.50% to 1.25% per year. The specific fee is negotiable and depends on factors like the amount of assets managed and the complexity of your situation. Withum Wealth Management generally requires a $1,000,000 minimum asset level for investment advisory services.
Location
47 Reckless Place, Red Bank, NJ, 07701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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James serves on the Boards for the Parker Family Foundation and Spring Point Senior Living, dedicating about 10% of his time. These activities are not investment-related.
Employment History
Current Registrations
Withum Wealth Management
Pinnacle Associates, LTD.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.