Roy Haya is a registered investment advisor at Fort Point Capital Partners LLC, based in San Francisco, CA, with 20 years of industry experience. Roy 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 332 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $10.0M | 0.90% |
| $10.0M - $50.0M | 0.60% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.40% |
Fees negotiable for amounts over $100,000,000.
Fee Estimator
Location
275 Sacramento Street, 8th Floor, San Francisco, CA, 94111
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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 →Other Business Activities
Roy is a Managing Director and Head of Derivative Solutions at Fort Point Capital Partners, a Registered Investment Advisor. He spends about 10-20% of his time structuring option overlays and hedging.
Employment History
Current Registrations
Fort Point Capital Partners LLC
Uhlmann Price Securities, LLC
Uhlmann Price Securities, LLCBroker
Previous Registrations
Twenty-First Securities CorporationBroker
Oppenheimer & CO., INC.Broker
State Registrations29 states
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