Advisor at Fortune Financial
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Carlos Rodrigues is the sole advisor at Fortune Financial LLC in Livingston, NJ, holding a Series 65 designation with 19 years of industry experience. He has operated Fortune Financial since 2005 and concurrently owns and manages the NJ Elevator Inspection Agency. Fortune Financial provides financial planning and investment advisory services primarily to individual clients, combining standalone consultations with ongoing portfolio reviews. The firm’s investment approach includes fundamental analysis, third-party research, and corporate rating services, with portfolio management involving various strategies and monthly reviews conducted by the principal.
Based on Fortune Financial
Flat fees may be offered for engagements of known scope or complexity, billed quarterly in advance.
Hourly fees ranging from $120 to $200 per hour, billed quarterly in arrears.
Account minimum: $100,000 Fee-only: Hourly fees ranging from $120 to $200 per hour, billed quarterly in arrears; flat fees may be offered for engagements of known scope or complexity, billed quarterly in advance.
Livingston, NJ
New Jersey
NJ Elevator Inspection Agency
2010 - Present (16 years)
Fortune Financial LLC
2005 - Present (21 years)
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They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting 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.
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