Joseph Forsyth is a registered investment advisor at Vaquita Sun, INC., based in Fort Lauderdale, FL, with 23 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $96K 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 | 1.08% |
Fee is for Customized Equity Portfolio. Customized Fixed Income Portfolio is 0.60% per year. Third-Party Investment Manager is 0.60% per year (plus additional third-party fees). Non-Discretionary Assets are 0.24% per year.
Fee Estimator
Location
200 East Las Olas Blvd., Suite 1400, Fort Lauderdale, FL, 33301
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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
Vaquita Sun, INC.
Previous Registrations
Vaquita Sun, INC.
Aft, Forsyth & Sober, LLC
Aft, Forsyth and Company, INC.
Harvey 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.