CP

Cheyne Clifford Pace

26 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
5 advisors
Number of Clients
112 clients
Average Client Portfolio
$36.1M average
Assets Under Management
$4.0B

Fee Structure

Minimum Investment:$10M
Financial Planning:Included in AUM fee

Yale Capital Corp. charges a percentage of assets under management. All fees are subject to negotiation and can range from 0% to 1.5% of assets under management, per household, depending on the amount of work and attention involved in managing the account. The firm may also serve as a general partner for client-related limited partnerships, which can result in YCC charging the client-related partnerships outside of this range.

Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
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Advisor Information

Office location

6475 1st Ave South, St. Petersburg, FL, 33707

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Regulatory History
Clean regulatory record

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.

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Other Business Activities

Cheyne is the managing member of Gatorbulldog LLC, a commercial real estate and vehicle ownership business, since 2017. This activity requires minimal time.

Employment History
Current Registrations
Yale Capital CORP.
September 2004 - Present · 21 yrs 4 mos
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
July 1999 - September 2004 · 5 yrs 2 mos
State Registrations6 states
CAFLLANEPRTX
Advisor
Exams
No exam information available for this advisor.