Fingerlakes Wealth Management, Inc.
Fingerlakes Wealth Management, Inc. (CRD# 149709) is a financial advisory firm headquartered in Ithaca, NY. They manage $54,200,000 in 563 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management54MILLION
Total Number of Accounts563ACCOUNTS
Average Account Value$96,270
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services