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Fingerlakes Wealth Management, Inc.
Ithaca, New York
5.0
3 Reviews
Fingerlakes Wealth Management, Inc., a small investment advisory firm headquartered in Ithaca, NY, specializes in providing comprehensive wealth management solutions. With three dedicated professionals, the firm offers personalized investment advisory services to a diverse clientele. Boasting an impressive track record, Fingerlakes Wealth Management manages an average of $433,430,000 in assets per investment advisor, surpassing industry standards.
Their compensation structure caters to clients' needs, incorporating various methods such as a percentage of assets under management, fixed fees, and performance-based fees. With over 4...see more
Assets Under Mgmt
$147.87M
Investment Professionals
3
Locations
0
% 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
- Portfolio management for businesses or institutional clients
- Pension consulting services
Reviews for Fingerlakes Wealth Management, Inc.
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