Jay Warner is a CFA-designated registered investment advisor at Epogee Capital Management, LLC, based in Middleton, MA, with 3 years of industry experience. Jay 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 4 clients with $68M 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 $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
Middleton, MA
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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
Jay is a Senior Advisor on the investment committee of Port One Equities, LLC, a private real estate fund, dedicating a few hours per week. He also serves as a Strategic Advisor and controller for Advanced Visibility, a safety garment company.
Employment History
Current Registrations
Epogee Capital Management, LLC
Previous Registrations
Port One Investments LLC
State Registrations1 state
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