Jerald Menozzi
Jerald Menozzi is a CFA-designated registered investment advisor at Orange Investment Advisors, LLC, based in Winter Park, FL, with 13 years of industry experience. Jerald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 3 clients with $760M 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% |
Fees vary by fund and share class. The Private Fund charges 1.0% for Class A shares or 0.0% management fee with a 20% performance fee for Class B shares. The Public Fund charges a 1.2% management fee. Separately managed account fees are negotiable.
Fee Estimator
Location
250 S Park Avenue, Ste 370, Winter Park, FL, 32789-7001
Get directionsHistory
Regulatory History (2)
Regulatory
March 2019Criminal
June 1997Employment History
Current Registrations
Orange Investment Advisors, LLC
Previous Registrations
Orange Investment Advisors, LLC
Orange Investment Advisors, LLC
Semper Capital Management, L.P.
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.
Exams
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