Featherstone Investment Advisory
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Featherstone Investment Advisory provides ongoing portfolio management and pension consulting to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and business entities. The firm manages about $11.1 million in client assets across a small client base and delivers services that include tailored Investment Policy Statements and discretionary implementation of client portfolios.
The firm documents client goals, time horizons, and risk tolerances in written Investment Policy Statements and uses both fundamental and technical analysis to inform asset allocation and security selection. Investment strategies emphasize long‑term trading and may include options trading, with typical investments limited to mutual funds, equities, fixed income and ETFs.
A distinctive feature of the firm is its pension consulting practice, which includes creating written pension consulting plans, recommending and monitoring money managers and other plan service providers — services that are less common among similarly sized independent advisers. As a recently established, small advisory firm, it combines that pension work with active management for a limited number of clients, resulting in more direct advisor involvement and discretionary authority over account trades.
Client services
Expertise
Fee options
$0 - $499,999: 1.80% $500,000+: 1.20%
Account minimum: $250,000 (may be waived)
Main office
Palm Beach Gardens FL
Advisors at this office
1
Most active in
Florida · Texas
Also doing business as
Featherstone Investment Advisory · Featherstone Investment Advisory LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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