Ellis Jesus is a CFP-designated registered investment advisor at Northbridge Financial Group, LLC, based in Tampa, FL, with 19 years of industry experience. Ellis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 487 clients with $410M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.75% |
| $4.0M - $5.0M | 0.70% |
| $5.0M - $6.0M | 0.65% |
| $6.0M - $7.0M | 0.63% |
| $7.0M - $8.0M | 0.60% |
| $8.0M - $9.0M | 0.57% |
| $9.0M - $10.0M | 0.55% |
| $10.0M - $15.0M | 0.53% |
| $15.0M - $20.0M | 0.50% |
| $20.0M - $25.0M | 0.47% |
| $25.0M - $30.0M | 0.45% |
| $30.0M - $35.0M | 0.42% |
| $35.0M - $40.0M | 0.40% |
| $40.0M - $45.0M | 0.38% |
| $45.0M - $50.0M | 0.35% |
| $50.0M - $55.0M | 0.33% |
| $55.0M - $60.0M | 0.30% |
| $60.0M - $65.0M | 0.28% |
| $65.0M - $70.0M | 0.25% |
| $70M+ | 0.25% |
Fees may be negotiable.
Fee Estimator
Location
4300 West Cypress Street, Meridian Two Building, Suite 370, Tampa, FL, 33607
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Ellis operates Northbridge Financial Group as a DBA for LPL business since 2015, dedicating nearly all of their time. Ellis also owns Ellis James Investment, LLC for tax/investment purposes, but spends no time on it, and provides investment advisory services through Northbridge Financial Group LLC, an independent investment advisor firm, dedicating all of their time.
Employment History
Current Registrations
Northbridge Financial Group, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
Mutual of America Life Insurance CompanyBroker
Mutual of America Securities CorporationBroker
T. Rowe Price Advisory Services, INC.
T. Rowe Price Investment Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations6 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.