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 Financial Planning & Coaching, Retirement Planning. Their firm serves 19 clients with $9.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Forth Capital (USA) charges fees for managing assets, including UK pension transfers and US-based assets.
- UK Pension Transfers (DB or DC): An initial fee of up to 3% of the transferred assets (minimum $5,000) plus an annual ongoing management fee of up to 1.5% of the asset value.
- US Based Assets (IRA Rollover): Up to 2% per year based on the value of the assets.
- Asset Management Services: Up to 1.5% per year of the assets managed.
These fees are taken directly from the policy or account. Additional fees may apply from third-party managers, custodians, or for specific transactions.
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.