John Dowling is a CFA-designated registered investment advisor at Jfd Capital, LLC, based in Sausalito, CA, with 1 years of industry experience. John 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 4 clients with $5M 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 | 1.00% |
Fees are generally negotiable. Qualified clients may pay a performance-based fee of 1.00% of assets under management along with a 10.00% performance fee based on capital appreciation exceeding 5% per year.
Fee Estimator
Location
Sausalito, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Jfd Capital, LLC
State Registrations2 states
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