Cheyne Pace is a registered investment advisor at Yale Capital CORP., based in St. Petersburg, FL, with 27 years of industry experience. Cheyne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Tax Planning. Their firm serves 118 clients with $5.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and vary from 0% to 1.50% depending on the amount of work and attention involved. Clients may also choose for Yale Capital Corp. to serve as general partner for client-related limited partnerships, which can result in separate charges.
Fee Estimator
Location
6475 1st Ave South, St. Petersburg, FL, 33707
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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
Cheyne is the managing member of Gatorbulldog LLC, a commercial real estate and vehicle ownership business, since 2017. This activity requires minimal time.
Employment History
Current Registrations
Yale Capital CORP.
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations5 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.
Exams
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