Fermata Advisors Llc
Sonoma, California
5.0
1 Review
FERMATA ADVISORS LLC is a highly reputable investment advisory firm operating out of Sonoma, CA. With an impressive roster of 1,240 individual clients and a staggering $733,830,000 in assets under management, the company has established itself as a trusted partner in the financial industry. With five strategically located offices, FERMATA ADVISORS LLC offers comprehensive investment advisory services to clients across the region.
Dedicated to delivering exceptional results, FERMATA ADVISORS LLC specializes in managing employer 401Ks and individual portfolios, boasting extensive expertise in this area. An impressive 91% of the ass...
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Assets Under Mgmt
$733.83M
Investment Professionals
11
Locations
4
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Articles
Articles
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