Chad Demartini is a registered investment advisor at Fort Point Capital Partners LLC, based in Bronxville, NY, with 15 years of industry experience. Chad 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
Bronxville, NY
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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
Chad is a Director at Fort Point Capital Partners, providing investment advisory services to high-net-worth individuals and family offices. This activity is investment-related.
Employment History
Current Registrations
Fort Point Capital Partners LLC
Uhlmann Price Securities, LLCBroker
Previous Registrations
Goldman Sachs & CO. LLCBroker
Fbr Capital Markets & CO.Broker
State Registrations5 states
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