Ferris Wheel Finance, Inc. Frequently Asked Questions
Learn More About Ferris Wheel Finance, Inc.
Have a question about our financial services? We have the answer. Check out these FAQs and give us a call today for more information!
Yes! We are proud to be a fiduciary, always looking out for the best interests of our clients. We take that legal and ethical obligation very seriously. We want our clients to be involved in every aspect of their money and their financial plans, including why certain decisions are made about the investments. The majority of our clients have given us discretionary authority, but that does not mean they are uninvolved with the decisions! It just means that we are better able to service their accounts quickly. When we see movement in the market, we can adjust their account(s) without having to contact them first. We then reach out and let them know what we have accomplished, and the thinking behind it. For those who wish to be non-discretionary, meaning we do not implement transactions in their accounts without a client's prior approval, we reach out but can't always connect with the person. If they don't get back to us that day, their accounts may not be as responsive to changes in the market. We'd love to talk to you! Give us a call today to see if our financial advisors can help you!
Ferris Wheel Finance, Inc. is a fee-based, independent financial planning and investment advisory firm, which means we are compensated for the work and advice we provide to our clients. Our fees for financial planning services are determined on an individual basis and will be charged as quoted at the beginning of the process. If you want to learn more about how a wealth management advisor in Venice, FL can help you, get in touch with our team today.
Ferris Wheel Finance, Inc. does not require a minimum balance to invest with us. Contact our financial advisors in Venice, FL today to learn more about starting your financial journey with us.
Ferris Wheel Finance Inc. does not retain custody of the client assets. We believe clients have peace of mind knowing that all accounts are held in the name of the individual at Charles Schwab Institutional, a division of Charles Schwab & Co. In the U.S., Schwab is the leader in providing services to independent, fee-based investment advisors and provides one of the highest levels of account protection in the industry. With Charles Schwab, your advisor at Ferris Wheel Finance, Inc., has access to all products and services that are available at any brokerage firm or trust company. As a client, you also have access to a personal online portal. Contact us today to learn more about how a wealth management advisor in Venice, FL can help you on your financial journey.
Regardless of your age or circumstances, our financial advisors in Venice, FL want to help you succeed on your journey. We work with accounts of all sizes, and we measure our results against your personal plan, not just a "rate of return." Integrity and education are the pillars of our business practices. We take the time you need to completely understand why we make certain recommendations, what your money is doing for you, and what options you have.
Absolutely! Working with a CPA or tax accountant is a natural extension of what we do for our clients. By partnering with your CPA and trust attorney, we are able to make tax-advantaged recommendations that are best for you and your future. Contact our financial advisors in Venice, FL today to learn more about how we can help you with your tax planning.
Yes! We recognize that some investors need growth while others want to protect what they have. Some care more about the conservation of wealth than the "rate of return" for a given period. We differentiate our firm from brokerage firms by providing independent, fee-based investment management, and long-term planning. We believe there is no such thing as "one size fits all." The strategy chosen for each client will depend on the goals established, the length of time before those goals need to be reached, and the client’s tolerance for market ups and downs. Each client is different, so we create a plan specifically for them that is unique and customized to meet their needs. Contact us today and discover how a wealth management advisor in Venice, FL can help you create the right portfolio for your needs today.
We believe communication on a regular basis helps clients feel more in control and a part of the process. You will hear from your financial advisors in Venice, FL usually every other month, but at a minimum, we will reach out every quarter. Contact us today to learn more.
Absolutely! It’s never too early to start saving and we can make learning and saving fun! Contact our financial advisors in Venice, FL today to find out more about how we can help your teenager start on their financial journey.
No. You can have peace of mind knowing that the staff at Ferris Wheel Finance, Inc., only speaks with those individuals listed as the account owners unless you provide prior written consent. In fact, we will not even confirm or deny to a third party that you are a client with us unless you have instructed us to do so. Contact our financial advisors in Venice, FL today to learn more about how we protect the privacy of our clients.