Corey Ferris
Corey Ferris is a CFA, ChFC-designated registered investment advisor at Ferris Financial Services, L.L.C., based in Midland, MI, with 19 years of industry experience. Corey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 30 clients with $29M 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 $100K | 1.00% |
| $100K - $250K | 0.70% |
| $250K - $500K | 0.65% |
| $500K - $1.0M | 0.60% |
| $1.0M - $2.5M | 0.55% |
| $2.5M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.30% |
| $10M+ | 0.20% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
4300 W. Sugnet Rd., Midland, MI, 48640
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Corey is a sole proprietor working as an insurance agent and tax advisor since April 2024. This takes about half of Corey's time, with about a quarter of his time spent during securities trading hours.
Employment History
Current Registrations
Ferris Financial Services, L.L.C.
Previous Registrations
Hantz Financial Services, INC.
Hantz Financial Services, INC.Broker
State Registrations1 state
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.