Jose Maya
Jose Maya is a registered investment advisor at Statetrust Capital, LLC., based in Boca Raton, FL, with 38 years of industry experience. Jose operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 144 clients with $94M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
StateTrust Capital charges a percentage of the assets they manage. The exact percentage is negotiated with each client individually, depending on the size and type of account, and whether the management is discretionary or non-discretionary. Fees are charged quarterly in advance.
- Fixed Income Accounts: 0.8% - 1.5% per year
- Equity Accounts: 1.8% - 2.4% per year
These fees do not include brokerage commissions, transaction fees, or other related costs, except for wrap accounts.
Location
1750 Clint Moore Road, Boca Raton, FL, 33487
Get directionsHistory
Regulatory History (3)
Customer Dispute
August 2001Customer Dispute
May 1994Employment Separation After Allegations
June 1991Other Business ActivitiesSells Insurance
Jose is affiliated with several entities including Statetrust Capital, LLC, Statetrust Life and Annuities, LTD, Statetrust Group, ST Services and STHC LLC, and Statetrust International Holding Company. He dedicates time to sales as needed and serves as a director for Statetrust International Holding Company.
Employment History
Current Registrations
Statetrust Capital, LLC.
Statetrust Investments INC.Broker
Previous Registrations
Statetrust Capital, LLC.
Salomon Smith Barney INC.Broker
Lehman Brothers INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.