Jack Forehand is a CFA, CFP-designated registered investment advisor at Validea Capital Management LLC, based in Fairfield, CT, with 21 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 40 clients with $45M 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 $1000K | 1.50% |
| $1.0M - $1.5M | 1.20% |
| $1.5M - $7.5M | 1.00% |
| $7.5M - $15.0M | 0.75% |
| $15.0M - $25.0M | 0.65% |
| $25M+ | 0.55% |
Fees may vary and are negotiable for a small number of accounts.
Fee Estimator
Location
Fairfield, CT
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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
Jack works as a consultant for Validea.com, an investment research firm, focusing on business development, education, technical leadership, and product development since 2003. This takes about 10-20% of his time, with minimal time spent during securities trading hours.
Employment History
Current Registrations
Validea Capital Management LLC
State Registrations4 states
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