Advisor at Ferris Financial Services, L.L.C.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Ferris Financial Services, L.L.C.
Location
Midland, MI 48640
Credentials
CFA®, ChFC®, Series 63, Series 65
Industry experience
19 years
Corey Ferris is a financial advisor with Ferris Financial Services, L.L.C. in Midland, MI, holding CFA® and ChFC® designations and bringing 19 years of industry experience. Prior to founding his current firm, he worked at Hantz Financial Services, Inc. for 18 years. He also operates as an insurance agent and tax advisor through a sole proprietorship. Ferris Financial Services provides discretionary asset management and comprehensive financial planning primarily for individual and high-net-worth clients. The firm customizes investment programs based on client goals and risk tolerance, employing fundamental analysis and a range of strategies, including option writing, with ongoing portfolio reviews and implementation support.
Based on Ferris Financial Services, L.L.C.
$0 - $100,000: 1.00% annually $100,000.01 - $250,000: 0.70% annually $250,000.01 - $500,000: 0.65% annually $500,000.01 - $1,000,000: 0.60% annually $1,000,000.01 - $2,500,000: 0.55% annually $2,500,000.01 - $5,000,000: 0.40% annually $5,000,000.01 - $10,000,000: 0.30% annually $10,000,000.01+: 0.20% annually
Insurance product commissions received by investment advisor representatives as licensed insurance agents
Fee-only: Fixed annual fee for financial planning $600 - $1,800 per year, paid monthly in advance
4300 W. Sugnet Rd.
Midland, MI 48640
Michigan
Ferris Financial Services, L.L.C.
2024 - Present (2 years)
Ferris Real Estate Holdings LLC
2024 - Present (2 years)
Corey T. Ferris, Sole Proprietor
2024 - Present (2 years)
Hantz Financial Services, Inc.
2006 - 2024 (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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