Jarett Felty is a registered investment advisor at Ptma Investment Advisors, based in Naperville, IL, with 2 years of industry experience. Jarett is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 161 clients with $31B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Rates vary by strategy and client type, with individual investment strategies charging up to 1.0% annually. Institutional fixed income, cash, equity, and multi-asset strategies charge up to 0.45%, and asset allocation strategies charge up to 0.50%. Fees are negotiable.
Fee Estimator
Location
2135 Citygate Lane, 7th Floor, Naperville, IL, 60563
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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
Ptma Investment Advisors
Pma Securities, LLC
Pma Securities, LLCBroker
State Registrations3 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.
Exams
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