Blaise Hayden is a registered investment advisor at Fogel Capital Management INC, based in Stuart, FL, with 21 years of industry experience. Blaise operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 263 clients with $440M 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 $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiable at the sole discretion of Fogel Capital Management. Schedule applies to both balanced and bond portfolios.
Fee Estimator
Location
453 Riverside Drive, Stuart, FL, 34994
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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 →Employment History
Current Registrations
Fogel Capital Management INC
Previous Registrations
Fogel Capital Management INC
State Registrations1 state
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.
Exams
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