Ferguson Shapiro LLC

Ferguson Shapiro LLC, established in 2018, offers investment advisory services on a discretionary or non-discretionary basis, including a wrap fee program covering advisory, execution, custodial, and reporting services. The firm conducts a thorough review of clients' financial assets, liabilities, and cash flows to create personalized investment strategies. Clients have the ability to impose restrictions on their accounts, and the firm may use options strategies and third-party money managers to manage portfolios. Financial planning services are available at an hourly rate of $300. The firm charges fees based on a percentage of assets under management, with a maximum annual fee of 2%. Clients are urged to review account statements and may request billing information in writing. Ferguson Shapiro does not charge performance-based fees and serves various types of clients, with a family household minimum of $100,000. The firm's investment strategies include fundamental, technical, and cyclical analysis, with a focus on risk management. Clients retain responsibility for voting proxies on their securities. The firm does not vote proxies on behalf of clients. Ferguson Shapiro prioritizes client privacy and maintains strict confidentiality policies. For more information, visit https://www.fergusonshapiro.com or contact (404) 567-6771.