Jeffrey Fortier is a registered investment advisor at Private Capital Management, based in Naples, FL, with 27 years of industry experience. Jeffrey 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 415 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PCM charges a management fee based on the value of your account, charged quarterly. The fee may be negotiable for significant relationships.
For the Value Focus Strategy, there are two options:
- 1% per year
- 0.75% per year plus a 5% performance fee subject to an 8% hurdle.
For the Value Equity Strategy, the standard fee is 1% per year. If the initial funding is less than $1 million, the fee will not exceed 1.5% per year and may be lower.
Wealth advisory clients pay a flat fee that generally does not exceed 1.25% per year, which may vary based on account size and other factors. This fee is in addition to any fees charged by ETFs or third-party managed strategies.
Location
8889 Pelican Bay Blvd., Suite 500, Naples, FL, 34108-7512
Get directionsHistory
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
Jeffrey is a managing member of D&J Naples Investors LLC since 2007, dedicating a few hours per week. He is also a managing member of Naples Land Partners, LLC since 2010, dedicating minimal time.
Employment History
Current Registrations
Private Capital Management
Carnes Capital CorporationBroker
Previous Registrations
Private Capital Management, LP
Wright Investors' Service Distributors, INC.Broker
State Registrations22 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.