JT
JT

Jamie Andrew Tulip

2 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingCross-Border Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
19 clients
Average Client Portfolio
$502K average
Assets Under Management
$9.5M

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
Minimum Annual Fee:$5,000
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Location

5 Pontoon Street, Edinburgh, EH3 9QQ

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

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
January 2023 - Present · 3 yrs 1 mo
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.