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JM
CFP
JM
CFP

Jerico Maddela

Tci Wealth Advisors, INC.
17 Years of Experience
Tucson, AZ
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

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 Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 4 more. Their firm serves 3,268 clients with $5.4B in assets under management.

Tci Wealth Advisors, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
46 advisors
Number of Clients
3,268 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$5.4B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $10.0M0.40%
$10.0M - $20.0M0.30%
$20M+0.25%

New clients with $2 million or more pay a $12,000 annual retainer plus the tiered percentage rates shown above. Legacy clients follow a separate tiered schedule (1.00% up to $2M, 0.75% for the next $3M, and 0.50% over $5M). Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4011 East Sunrise Drive, Tucson, AZ, 85718

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History

Regulatory History (1)
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Employment Separation After Allegations
December 2023
View Full SEC ReportHow to Read Disclosures
Other 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.
September 2024 - Present · 2 yrs 1 mo
Previous Registrations
Charles Schwab & CO., INC.
February 2016 - December 2023 · 7 yrs 10 mos
Charles Schwab & CO., INC.Broker
April 2014 - December 2023 · 9 yrs 8 mos
Vanguard Marketing CorporationBroker
October 2007 - November 2013 · 6 yrs 1 mo
State Registrations1 state
AZ
Advisor

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.

Exams
No exam information available for this advisor.
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