Maxadvisor LLC. is an adviser based in Portland. It manages $11.71 million of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2003.
Maxadvisor provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Maxadvisor LLC. is $11.71 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 680% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Maxadvisor LLC. for their services and products based on a percentage of assets under management, subscription fees, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Jonas Max Ferris has been acting as President since 1 Oct 2002. James Paul Skahan joined the executive team most recently as the Director.
The principal office where Maxadvisor LLC. performs its advisory services is located at 4949 Ne 16 Th Ave Unit D, Portland, OR 97211 5000, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 888-871-7307 or by fax 866-528-7563. The normal business hours are 8-6 on Monday - Friday. You can find more information about the New York firm at www.maxadvisor.com.