Jerry Ford is a registered investment advisor at Fai Capital Management, based in Tampa, FL, with 17 years of industry experience. Jerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $880M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FAI Capital Management offers both discretionary and non-discretionary portfolio management services. The annual fee for non-discretionary portfolio management ranges from 0.03% to 0.20% of assets. The annual fee for discretionary portfolio management ranges from 0.05% to 0.25% of assets. Fees are billed monthly or quarterly based on the daily asset value and may be negotiable.
Location
109 South Macdill Avenue, Tampa, FL, 33609-3128
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Fai Capital Management
State Registrations1 state
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