John Mcdevitt
John Mcdevitt is a registered investment advisor at Fort Point Capital Partners LLC, based in San Francisco, CA, with 25 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 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
Get directionsHistory
Regulatory History (1)
Judgment / Lien
June 2024Other Business Activities
John is a Managing Director at Uhlmann Price Securities, LLC since April 2020. He is also a Managing Director and Investment Advisory Representative at Fort Point Capital Partners LLC, dedicating a full-time commitment to this role.
Employment History
Current Registrations
Fort Point Capital Partners LLC
Uhlmann Price Securities, LLCBroker
Uhlmann Price Securities, LLC
Previous Registrations
Morgan Stanley & CO. LLCBroker
Prudential Securities IncorporatedBroker
State Registrations4 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.