Advisor at Fortitude Family Office
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Fortitude Family Office
Location
Scottsdale, AZ 85256
Credentials
Series 65
Industry experience
2 years
Atticus Lavelle is a financial advisor at Fortitude Family Office in Scottsdale, AZ, holding a Series 65 credential with two years of industry experience. Prior to joining Fortitude, he worked at Charles Schwab and was a student at the University of Arizona. Fortitude Family Office serves primarily high-net-worth individuals, families, and related entities, offering investment management alongside comprehensive wealth and family-office services. The firm’s approach integrates detailed investment policy development, direct investments, and coordination with sub-advisors, combined with tax compliance and operational oversight for complex client structures.
Based on Fortitude Family Office
Based on Fortitude Family Office
0.15% to 1% per annum based on amount of assets under management
Hourly fees generally range from $270 to $600 per hour
Incentive fees charged by two Funds: Fortitude Private Lending, L.P. and Fortitude Real Estate Credit, L.P.
Minimum fee: Fixed fees generally range between $20,000 to $1,500,000 per annum Fee-only: Fixed fees ($20,000 to $1,500,000 per annum), hourly fees ($270 to $600 per hour), and percentage of net worth fees (details not specified)
7500 N Dobson Rd, Suite 151
Scottsdale, AZ 85256
Arizona
Fortitude Family Office
2023 - Present (3 years)
Fortitude Family Office
2023 - Present (3 years)
Charles Schwab
2022 - 2022 (1 year)
Charles Schwab
2021 - 2021 (1 year)
Student at the University of Arizona
2018 - 2022 (4 years)
Unpaid office assistant to family business (Law of
2017 - 2018 (1 year)
Student at Sunnyslope High School
2014 - 2018 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65, Series 66
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CFP®, Series 63, Series 66
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Series 65
Phoenix, AZ
Betts LLC
CFP®, Series 63
Scottsdale, AZ
Musser Financial Planning, LLC
Series 63, Series 65
Phoenix, AZ
FMT Investment Advisory
Series 63, Series 65
Scottsdale, AZ
Karpinski Financial, LLC
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