A complete list of active advisors currently associated with Ficadenti Tandon Asset Management, Inc.

Warmer can help you find a great advisor at Ficadenti Tandon Asset Management, Inc. or one who fits your needs even better.

Ficadenti Tandon Asset Management, Inc. provides discretionary investment management and investment consulting to individuals, families, trusts, businesses and retirement plans. The firm also establishes and maintains retirement plans (including plan design, vendor and investment-menu selection and periodic reviews) and offers hourly investment consulting with an initial hour provided free. Portfolios are tailored through confidential discussions about a client’s financial status, time horizon and risk tolerance, and an investment policy statement is integrated into the management agreement. The firm uses fundamental, technical and charting analysis and implements a range of strategies — including long- and short-term purchases, trading, short sales, margin and option writing — with quarterly and annual reviews and monthly custodian reports. Compared with many peers, the brochure discloses that the firm offers performance-based fee arrangements for qualified clients (a modest discount to standard AUM fees plus a 20% incentive on returns above an agreed benchmark) and limits the use of higher-risk techniques to those performance accounts to address conflicts. The firm also highlights retirement-plan administration details (for example, a Solo 401(k) loan administration fee), states it does not receive soft-dollar benefits, and manages roughly $19.8 million in discretionary assets for a relatively small client base.

To learn more about the advisors currently working at Ficadenti Tandon Asset Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.