Overview

Headquarters
Downers Grove, IL
Total Firm Assets
$2.0 billion
Average High-Net-Worth Client Portfolio Size
$10.1 million
Stated Minimum Account Size
$5,000,000

Fee Disclosure

Source: FELDMAN, INGARDONA & CO. FORM ADV - PART 2A (2026-09-14) · View brochure text

MinMaxDisclosed Annual Rate
$0 $2,000,000 0.80%
$2,000,001 $5,000,000 0.50%
$5,000,001 $25,000,000 0.40%
$25,000,001 and above 0.30%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million Below minimum client size
$5 million $31,000 0.62%
$10 million $51,000 0.51%
$50 million $186,000 0.37%
$100 million $336,000 0.34%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
90.94%
Number of High-Net-Worth Clients
179
Total Client Accounts
190
Discretionary Accounts
160
Non-Discretionary Accounts
30

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
29449
  • FELDMAN, INGARDONA & CO. FORM ADV - PART 2A (2026-09-14) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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