Advisor at Middle Coast Investing LLC
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Jonathan Liss is the sole advisor at Middle Coast Investing LLC, an independent registered investment adviser based in Ludington, MI. He holds a Series 65 designation and has been contributing content at Seeking Alpha since 2015. Middle Coast Investing LLC provides discretionary portfolio management to individual and high-net-worth clients, managing approximately $12.1 million in assets. The firm employs both passive index-based ETF strategies and actively managed stock portfolios, with an emphasis on performance results and the inclusion of inverse and leveraged funds among its recommended investments.
Maximum annual management fee of 1.00%; fee is negotiable and may be lower based on assets managed and other factors.
Account minimum: $50,000 recommended minimum account size for actively managed portfolios; however, no required minimum account size. Minimum fee: Minimum annual fee of $100 per account.
Ludington, MI
New York
Seeking Alpha
2021 - Present (5 years)
Seeking Alpha
2015 - 2021 (6 years)
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Series 63
Ludington, MI
Plaisier Financial Group LLC
Series 65
Ludington, MI
Middle Coast Investing LLC
Series 63, Series 65
Ludington, MI
Harborfront Financial Group
CFP®, Series 63, Series 65
Ludington, MI
Harborfront Financial Group
Series 63, Series 65
Ludington, MI
Harborfront Financial Group
CFP®, Series 66
Ludington, MI
Harborfront Financial Group
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