M
$29.5M Total AUM
$29.5M Disc. AUM
-- 3Y CAGR
2 Employees
24 ADV. Clients
20 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-22-2006
- Office Locations
- 2
Office Locations
-- Miami Beach FL
-- Portland OR
About Maxadvisor Private Management
MAXadvisor Private Management is a fee-only registered investment advisor focused on low-cost, no-load portfolios built primarily with ETFs and no-load mutual funds. The firm customizes asset allocations to each client’s goals and risk profile and serves investors nationwide (all 50 states). Transparent AUM-based pricing starts at 0.50% (0.30% over $3M) with quarterly billing.
Team overview
-- AVG AGE
$14.7M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
7.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Summit fusion Radial horizon Prime bridge
Custodian
Peak Frontier Horizon momentum Ridge oak
Fund Managers
Signal
Investment Themes
Vertex prime Timber oak Capital optima
Investment Vehicles
Horizon Zenith prime
Services
Harbor signal Optima Pathway Unison Matrix pioneer
Owner & Executives
J
JONAS MAX FERRIS
Manager
- CRD
- #2377112
- Ownership
- 50% but less than 75%
(552) 512-3462
bridge.wave@deltacapital.com
in linkedin.com/in/glacier-vital
J
JAMES PAUL SKAHAN
Chief Compliance Officer, Manager
- CRD
- #4630127
- Ownership
- 50% but less than 75%
(295) 307-3749
quantum.capital@vitalcapital.com
in linkedin.com/in/momentum-harbor
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,465,713 | -- |
| Non-Discretionary | $0 | -- |
| Total | $29,465,713 | -- |
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Separately Managed Accounts
Total SMA Asset: $29,465,713
Public Funds:
20.4% U.S. Government/Agency:
13.6% Cash:
36.5% Other:
29.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,771,627,211 | 20.4% |
| U.S. Government/Agency | $1,181,084,808 | 13.6% |
| Cash | $3,169,823,197 | 36.5% |
| Other | $2,561,911,899 | 29.5% |
| Total | $8,684,447,115 | 100.0% |