MaxAdvisor Private Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$29,465,645
Clients
23
Advisors
2
across 2 offices
About
MaxAdvisor Private Management is a fee-only registered investment adviser that provides discretionary portfolio management to individuals, high-net-worth individuals, and small businesses. The firm manages customized portfolios built primarily from mutual funds, ETFs, ETNs and closed‑end funds and implements investment policy statements, ongoing monitoring, and rebalancing under limited trading authority.
MAXadvisor emphasizes diversification and typically pursues low‑turnover, long‑term positions using low‑cost index funds where appropriate, but will also use actively managed funds selected through a proprietary fund rating process. The brochure describes a contrarian tilt—increasing equity exposure when markets are weak—and discloses use of longer‑duration bond funds and ETNs, with attendant interest‑rate and issuer credit risks.
Compared with peers of similar size, the firm’s disclosures highlight exposures and instruments that can raise complexity and risk (for example, ETNs and closed‑end funds and the potential for derivative‑ or borrowing‑type exposures in managed accounts). The adviser also notes key‑person concentration and a small client base, along with discretionary authority over accounts and the capability to manage “held‑away” accounts and access institutional‑class share classes through custodial arrangements.
Client services
Expertise
Fee options
$0 - $3,000,000: 0.50% annually $3,000,001+: 0.30% annually
Minimum fee: $750 per quarter minimum fee Fee-only: Fee-only advisory services, no commissions or other compensation received
Main office
See officeMiami Beach FL
Advisors at this office
1
Most active in
Florida · Oregon
Also doing business as
Maxadvisor · Maxadvisor LLC. · Maxadvisor Private Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
James S
Series 65
Portland, OR
MaxAdvisor Private Management
James Skahan is a financial advisor at MaxAdvisor Private Management in Portland, OR, with 14 years of industry experience. He holds a Series 65 designation and has been with Maxadvisor LLC since 2002. MaxAdvisor Private Management provides fee-only, discretionary portfolio management to individuals, high-net-worth clients, and small businesses. The firm emphasizes diversification and cost-conscious index funds, using a proprietary fund-ranking system to select investments and manages portfolios with generally low turnover and some exposure to derivative-like risks.
Jonas F
Series 63, Series 65
Miami Beach, FL
MaxAdvisor Private Management
Jonas Ferris is a financial advisor at MaxAdvisor Private Management with 19 years of industry experience. He holds Series 63 and Series 65 designations and has been involved with MaxAdvisor LLC since 2002 and Island Research LLC since 2007. Outside of advisory work, he contributes market commentary through televised appearances as part of Island Research LLC. MaxAdvisor Private Management is a fee-only registered investment adviser that provides discretionary portfolio management services to individuals, high-net-worth individuals, and small businesses. The firm focuses on diversified, long-term investment strategies using mutual funds, ETFs, ETNs, and closed-end funds, with a contrarian investment approach and a preference for low-cost index funds alongside select actively managed funds.
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