Yosef Ferris is a registered investment advisor at Summer Fields Investments, LLC, based in Creve Coeur, MO, with 11 years of industry experience. Yosef operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 188 clients with $30M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.67% |
| $500K+ | 0.57% |
Rates are negotiable.
Fee Estimator
Location
Creve Coeur, MO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Yosef is a songwriter and musician in the band Abraxas Bridge, which collects royalties through CDBaby. He spends minimal time on this business, mainly maintaining an internet presence for the music.
Employment History
Current Registrations
Summer Fields Investments, LLC
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.