Advisor at Fortress Private Ledger, LLC
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
Fortress Private Ledger, LLC
Location
Mount Airy, NC 27030
Credentials
CFP®, Series 63, Series 66
Industry experience
19 years
Financial planning flat fees range from $600 to $350,000, negotiated case-by-case
Negotiable, up to a maximum of 2.0% annually; may be tiered with reduced rates at thresholds
Separate commission-based compensation possible from securities or insurance products implemented by personnel in their separate capacity as broker-dealer representatives or insurance agents
Up to $600 per hour for financial planning; hourly consulting hourly rate negotiated between client and advisor
Performance fees up to 20% on returns exceeding benchmark, applicable to clients with over $1 million AUM or $2.1 million net worth; includes high water mark
Account minimum: $100,000 for Portfolio Management Services; $1,000,000 for Retirement Plan Consulting (with discretion to waive) Fee-only: Advisory fees are negotiated between client and IAR, paid as percentage of AUM or hourly or flat fees; no commissions for advisory services
Fortress Private Ledger, LLC
2019 - Present (7 years)
LPL Financial, llc
2016 - 2019 (3 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:
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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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.
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.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Pilot Mountain, NC
Edward Jones
Series 66
Mount Airy, NC
Edward Jones
CFP®, Series 63, Series 65, Series 66
Dobson, NC
Edward Jones
Series 63, Series 66
Mount Airy, NC
Edward Jones
Series 66
Dobson, NC
Edward Jones
Series 66
Mt Airy, NC
Edward Jones
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