Feldman, Ingardona & Co

Feldman, Ingardona & Co. is a registered investment advisor established in 1997, located in Downers Grove, Illinois. The firm specializes in providing investment advisory services for high-net-worth individuals and families, institutions, pension and profit-sharing plans, trusts, and business entities. They offer portfolio management services tailored to each client's needs and objectives, including strategic asset allocation, selection of investment managers and mutual funds, and performance monitoring. As of June 30, 2023, the firm manages $831,149,000 of assets on a discretionary basis and $1,807,870,000 on a non-discretionary basis. For fees, Feldman, Ingardona & Co. charges an annual fee based on a tiered structure: 0.80% for the first $2,000,000, 0.50% for the next $3,000,000, 0.40% for the next $20,000,000, and 0.30% for amounts over $25,000,000. These fees cover advisory services only and are payable quarterly in advance. Clients may authorize fee deductions from their accounts. The firm does not charge performance-based fees and typically requires a minimum account size of $5,000,000. The investment strategy involves long-term strategic asset allocation, tactical asset allocation adjustments, and the use of active and passive investment managers. Clients receive quarterly performance reports and portfolio reviews. Feldman, Ingardona & Co. operates under a Code of Ethics and acts as a fiduciary, prioritizing clients' interests. The firm does not receive soft dollars or engage in principal transactions for client accounts. Clients have the option to grant discretionary management of their portfolios, and the firm does not vote proxies for client securities.