Michael
Ferro

Horizon Wealth Advisors

CRD#2747857
Investment Advisor
in Lakewood Ranch, FL

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About this Advisor

Michael Ferro is a financial advisor based in Lakewood Ranch, Florida, working with Horizon Wealth Advisors. Michael has previously held a position at Ferro Enterprises, LLC. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Michael is part of Horizon Wealth Advisors, which operates out of Lakewood Ranch, Florida. The firm has 2 offices and 8 employees. The firm manages assets totaling $187.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Horizon Wealth Advisors includes asset-based, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

Lakewood Ranch, FL

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Horizon Wealth Advisors Brokerage Details

Total Assets Under Management

$187,554,934

Total Number of Employees

8

Total Number of Accounts

502

Average Account Size

$373,615

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Michael Ferro Work History

2003 - Present (21 years)

Ferro Enterprises, LLC

Disclosures

Please visit the SEC profile of Michael Ferro to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Horizon Wealth Advisors

Elizabeth Wilson
Lakewood Ranch, FL
Jeremy Smith
Lakewood Ranch, FL
Dwight Pendola
Lakewood Ranch, FL
Nicholas Drizos
Bradenton, FL
Brian Babcock
Lakewood Ranch, FL
Michael Ferro
Lakewood Ranch, FL

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