Jay Patel is a registered investment advisor at Clearpeak Capital Management, based in Pittsburgh, PA, with 5 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 26 clients with $2.7M 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 | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M - $2.0M | 0.50% |
| $2.0M - $3.0M | 0.25% |
| $3M+ | 0.10% |
Fee Estimator
Location
Pittsburgh, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jay is a managing member and president of JM Metal Merchants, a buyer and seller of scrap metal. He dedicates a few hours per week to this business, outside of securities trading hours.
Employment History
Current Registrations
Clearpeak Capital Management
Previous Registrations
Federated Global Investment Management CORP.
Mdt Advisers, a Division of Federated Mdta LLC
Federated Investment Counseling
Federated Securities CORP.
Federated Securities CORP.Broker
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.