Jonas Ferris is a registered investment advisor at Maxadvisor Private Management, based in Miami Beach, FL, with 18 years of industry experience. Jonas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 25 clients with $28M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.50% |
| $3M+ | 0.30% |
Fee structure might differ for existing clients. Portfolios under $600,000 effectively have an annual fee over 0.50% because of the overriding minimum fee. Accounts belonging to spouses and immediate household members may be combined in applying the fee schedule above at MAXadvisor's discretion.
Fee Estimator
Location
Miami Beach, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Maxadvisor Private Management
Previous Registrations
Maxadvisor Private Management
Maxadvisor
State Registrations1 state
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