Ted Furniss is a CFA-designated registered investment advisor at Inlet Private Wealth, LLC, based in Jupiter, FL, with 25 years of industry experience. Ted operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 121 clients with $610M 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% |
Advisory fee is negotiable depending on individual client circumstances.
Fee Estimator
Location
116 Intracoastal Pointe Dr., Suite 400, Jupiter, FL, 33477
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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
Inlet Private Wealth, LLC
Previous Registrations
M&t Securities, INC.Broker
Wilmington Brokerage Services CompanyBroker
Brown Brothers Harriman & CO.Broker
Maplewood Investment Advisors, INC.Broker
P. R. Herzig & CO. INC.Broker
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.