Advisor at Fortitude Family Office
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Firm
Fortitude Family Office
Location
Scottsdale, AZ 85256
Credentials
Series 63, Series 65
Industry experience
40 years
Christy Pater Schmitt is a financial advisor at Fortitude Family Office with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Purshe Kaplan Sterling Investments and Bridgelight Capital. Fortitude Family Office serves high-net-worth individuals, families, and related entities, providing investment management, wealth and family-office services, and tax compliance and consulting. The firm employs a research-driven investment process and integrates tax and operational services for complex family 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
2024 - Present (2 years)
Purshe Kaplan Sterling Investments
2015 - 2024 (9 years)
Bridgelight Capital
2015 - Present (11 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.
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CFP®, Series 63, Series 66
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Series 65
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Series 63, Series 65
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