Berat Pehlivanoglu is a registered investment advisor at PFS Capital, LLC, based in New York, NY, with 4 years of industry experience. Berat 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 $2.1K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable and may be higher or lower based on the account's nature and the level of discretion granted to PFS Capital.
Fee Estimator
Location
One World Trade Center,, 285 Fulton Street, Suite 8500, New York, NY, 10007
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Berat is a Founding Member and Managing Director of PFS Finance (USA), LLC and PEHLIVANOGLU FINANSAL DANISMANLIK HIZMETLERI VE TICARET LIMITED SIRKETI, both financial advisory and consulting companies. He is not actively involved in day-to-day operations but is involved in financial management, dedicating minimal time to each.
Employment History
Current Registrations
PFS Capital, LLC
State Registrations1 state
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