Brendan Carey is a registered investment advisor at Jtm Carey Capital LLC, based in Clermont, FL, with 2 years of industry experience. Brendan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees are up to 2% and are negotiable based on relationship history, asset types, and portfolio size.
Fee Estimator
Location
724 W Montrose Street, Clermont, FL, 34711
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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 →Employment History
Current Registrations
Jtm Carey Capital LLC
Previous Registrations
Adp Broker-Dealer, INC.Broker
State Registrations1 state
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.
Exams
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