JF
JF

Jack Fu

9 Years of Experience
Taipei City

Jack Fu is a registered investment advisor at Draco Capital Partners, LLC, based in Taipei City, with 9 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 17 clients with $15M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
17 clients
Average Client Portfolio
$887K average
Assets Under Management
$15.1M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M0.75%
$1M+0.25%

These fees are generally negotiable. Some Separately Managed Account clients may elect to have Draco manage their portfolios with a performance-based fee. Those clients will pay an annual fee based on the table above of assets under management along with a 20.00% performance fee based on capital appreciation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

8F-2, No. 161, Songde Rd., Xinyi Dist., Taipei City

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jack is a shareholder of an import company operated by his cousin since 2009. He is also the Managing Director of Capital Partners Taiwan, where he is part of the research and development department.

Employment History
Current Registrations
Draco Capital Partners, LLC
February 2020 - Present · 6 yrs 3 mos
Previous Registrations
LPL Financial LLC
September 2009 - May 2011 · 1 yr 8 mos
Unionbanc Investment Services, LLC
March 2008 - September 2009 · 1 yr 6 mos
State Registrations1 state
CA
Advisor

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
No exam information available for this advisor.
Jack Fu - Financial Advisor | TrueAdvisor