John Mcdevitt
John Mcdevitt is a registered investment advisor at Fort Point Capital Partners LLC, based in San Francisco, CA, with 25 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Real Estate Investing. Their firm serves 441 clients with $2.9B 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 $1.0M | 1.25% |
| $1.0M - $10.0M | 0.90% |
| $10.0M - $50.0M | 0.60% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.40% |
Fees for assets over $100,000,000 are negotiable. Fees are calculated on gross asset value and payable quarterly in advance.
Fee Estimator
Location
275 Sacramento Street, 8th Floor, San Francisco, CA, 94111
Get directionsHistory
Regulatory History (1)
Judgment / Lien
June 2024Other Business Activities
John is a Managing Director at Uhlmann Price Securities, LLC since April 2020. He is also a Managing Director and Investment Advisory Representative at Fort Point Capital Partners LLC, dedicating a full-time commitment to this role.
Employment History
Current Registrations
Fort Point Capital Partners LLC
Uhlmann Price Securities, LLCBroker
Uhlmann Price Securities, LLC
Previous Registrations
Morgan Stanley & CO. LLCBroker
Prudential Securities IncorporatedBroker
State Registrations4 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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