Matthew Ferratusco is a registered investment advisor at Gfg Solutions, based in Orlando, FL, with 13 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 330 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.50% |
| $500K - $1.0M | 0.50% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fee for Fixed Income only accounts is 0.50%. An additional 0.25% fee applies to held away accounts. GFG Solutions charges a fixed management fee of 1% for our leveraged equity portfolios. For qualified clients meeting SEC requirements under Rule 205-3, a year after account opening, in addition to the 1% fixed fee, GFG Solutions also charges a 20% performance fee (net of the 1% fee) on carried interest above a 15% minimum internal rate of return (IRR) hurdle. Fees can be waived, in whole or in part, for clients who are members of the family or friends. In certain other circumstances, fees and account minimums are negotiable and therefore, fees can vary from client to client. In addition, Fees for special circumstances may be offered at a reduced rate.
Fee Estimator
Location
150 N. Orange Street, Suite 340, Orlando, FL, 32801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is an investment manager and mutual fund subadvisor/advisor at Lyons Wealth Management, where he is the Director of Research and Analytics, dedicating full-time hours. He also owns Fitness Machine Technicians of East Central Florida, spending about 10-20% of his time on business development, marketing, and operations.
Employment History
Current Registrations
Gfg Solutions
Previous Registrations
Foreside Fund Services, LLCBroker
Midamerica Financial Services, INC.Broker
Lyons Wealth Management
Lyons Wealth Management
State Registrations1 state
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