Jamie Tulip is a registered investment advisor at Forth Capital (USA), LLC, based in Edinburgh, with 3 years of industry experience. Jamie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Cross-Border Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 40 clients with $20M 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 | 1.50% |
Ongoing asset management and pension management fees are up to 1.5% per year. US IRA rollover management fees are up to 2.0% per year. Initial pension transfer fees are up to 3% with a $5,000 minimum.
Fee Estimator
Location
5 Pontoon Street, Edinburgh, EH3 9QQ
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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.
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Jamie is a Chartered Financial Planner and Pension Transfer Specialist at Forth Capital Group Limited/Forth Capital Advisers Limited since April 2020. This investment-related activity takes about half to nearly three-quarters of Jamie's time.
Employment History
Current Registrations
Forth Capital (USA), LLC
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.