Jerico Maddela
Jerico Maddela is a CFP-designated registered investment advisor at Tci Wealth Advisors, INC., based in Tucson, AZ, with 17 years of industry experience. Jerico operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,268 clients with $5.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TCI Wealth Advisors charges an annual fee based on the value of your managed accounts. There are different fee schedules for legacy clients and new clients.
Legacy Clients:
- Up to $2 million: 1.00%
- Next $3 million: 0.75%
- Over $5 million: 0.50%
New Clients:
- Up to $1,999,999: 1.00% annually (0.25% per quarter)
- $2 million and above: A retainer of $12,000 annually ($3,000 quarterly) plus a percentage of the total portfolio value:
- From $0 million to $10 million: 0.40% annually (0.10% per quarter)
- From $10 million to $20 million: 0.30% annually (0.075% per quarter)
- Above $20 million: 0.25% annually (0.0625% per quarter)
If TCI Wealth Advisors chooses to accept a client with assets below $400,000, they may charge up to 1.00% of assets under management.
Some clients may also be charged an annual retainer fee.
Location
4011 East Sunrise Drive, Tucson, AZ, 85718
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
December 2023Other Business ActivitiesSells Insurance
Jerico manages real estate rental properties through JRBM Properties LLC (since 2021) and JPJM Properties LLC (since 2024), dedicating a few hours per week to each. Jerico is also an independent insurance agent since 2019, but spends no time on this activity.
Employment History
Current Registrations
Tci Wealth Advisors, INC.
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Vanguard Marketing CorporationBroker
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.