Alan Hartley
Alan Hartley is a CFA-designated registered investment advisor at Black Cypress Capital, based in Ponte Vedra Beach, FL, FL, with 16 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management. Their firm serves 65 clients with $250M 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% |
Qualified clients may select an arrangement with a portfolio management fee combined with a performance-based fee. Certain accounts may be subject to a different account minimum and/or fee, both of which may be negotiable.
Fee Estimator
Location
Ponte Vedra Beach, FL, FL
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Regulatory History (1)
Regulatory
July 2021Employment History
Current Registrations
Black Cypress Capital
Previous Registrations
Black Cypress Capital
State Registrations1 state
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