Jeffrey Fortier is a registered investment advisor at Private Capital Management, based in Naples, FL, with 27 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 461 clients with $1.4B 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 | 1.00% |
Standard fees are 1% per year for value equity strategies and up to 1.25% per year for wealth advisory accounts. Value Focus offers a tiered option of 0.75% plus performance fees. Fees may be negotiable for significant relationships.
Fee Estimator
Location
8889 Pelican Bay Blvd., Suite 500, Naples, FL, 34108-7512
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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
Jeffrey is a managing member of D&J Naples Investors LLC since 2007, dedicating a few hours per week. He is also a managing member of Naples Land Partners, LLC since 2010, dedicating minimal time.
Employment History
Current Registrations
Private Capital Management
Carnes Capital CorporationBroker
Previous Registrations
Private Capital Management, LP
Wright Investors' Service Distributors, INC.Broker
State Registrations22 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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