Joey Foxhall is a registered investment advisor at Ground Swell Capital, LLC, based in Folly Beach, SC, with 13 years of industry experience. Joey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ground Swell Capital manages investments for pooled investment vehicles and charges a management fee calculated at an annual rate of 1.5% (0.125% per month) of the Capital Account balance of each Limited Partner. Ground Swell Capital is also eligible to receive a performance fee equal to 20% of the amount, determined as of the close of each Performance Period with respect to each Limited Partner’s Capital Account, by which (i) such Limited Partner’s Positive Performance Change for such Performance Period, if any, exceeds (ii) any positive balance in such Limited Partner’s Carryforward Account as of the most recent prior date as of which any adjustment has been made thereto. Clients are also responsible for various expenses associated with portfolio management, trading, research and ongoing monitoring of investments.
Location
105 West Huron Avenue, Folly Beach, SC, 29439
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Ground Swell Capital, LLC
State Registrations1 state
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