Jerry Sylvester
Jerry Sylvester is a registered investment advisor at Foundations Investment Advisors LLC, based in Fort Myers, FL, with 8 years of industry experience. Jerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Federal Employees, and 6 more. Their firm serves 29,663 clients with $10B 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 | 2.00% |
Maximum annual advisory fee is 2.00%. Fees are negotiable. Accounts with more than three investment strategies incur an additional $15 annual fee per extra strategy, and all accounts pay a $50 annual administrative and technology fee.
Fee Estimator
Location
15701 S Tamiami Trail, Suite 200, Fort Myers, FL, 33908
Get directionsHistory
Regulatory History (1)
Criminal
September 2014Employment History
Current Registrations
Foundations Investment Advisors LLC
Previous Registrations
Oxford Wealth Group, LLC
Walser Wealth Management Company, a Limited Liability Company
Park Avenue Securities LLCBroker
AXA Advisors, LLCBroker
State Registrations2 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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