Advisor at Fortitude Advisory Group L.L.C.
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 Advisory Group L.L.C.
Location
Laramie, WY
Credentials
Series 63, Series 65
Industry experience
33 years
Financial planning fees may also be charged as a flat dollar amount; specifics not stated.
Up to 2.2% annually (maximum total portfolio management fee combining Fortitude and Third-Party Money Manager fees)
Certain Financial Advisors are registered representatives or insurance agents and may receive commissions for securities transactions and insurance product sales.
Financial planning fees may be charged on an hourly basis; specific amounts not stated.
Certain clients (via Aperture Advisors DBA) may be charged performance-based fees in addition to asset-based fees; performance fee percentage is negotiable and charged annually subject to high-water mark; only qualified clients may be charged performance fees.
Account minimum: $25,000 (subject to discretion; may accept lesser amount in extenuating circumstances) Fee-only: Financial planning fees charged as flat fee, percentage of assets under advisement, or hourly fee; no maximum fee limit; fees vary by client and complexity.
Valda Partners
2017 - Present (9 years)
Purshe Kaplan Sterling Investments, Inc.
2015 - 2020 (5 years)
tru Independence Asset Management, LLC DBA Valda
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
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.
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 66
Laramie, WY
Edward Jones
Series 66
Laramie, WY
Edward Jones
Series 66
Laramie, WY
Edward Jones
Series 65
Laramie, WY
Wealth Design Consulting, LLC
Series 65
Laramie, WY
Wealth Design Consulting, LLC
Series 63, Series 65
Laramie, WY
Wealth Design Consulting, LLC
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