Fortress Private Ledger, LLC logo

Fortress Private Ledger, LLC

Updated today

Total assets under management

$346,106,253

Total clients

492

20% high-net worth

Total advisors

15

of 26 employees

Firm size

Multi Team

Average clients per advisor

33

Average account size

$703,468

Client services

Financial planning Portfolio management Pension consulting Consulting

Fee options

Fixed

Financial planning flat fees range from $600 to $350,000, negotiated case-by-case

Percentage

Negotiable, up to a maximum of 2.0% annually; may be tiered with reduced rates at thresholds

Commissions

Separate commission-based compensation possible from securities or insurance products implemented by personnel in their separate capacity as broker-dealer representatives or insurance agents

Project-based

Up to $600 per hour for financial planning; hourly consulting hourly rate negotiated between client and advisor

Performance-based

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

Other

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

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Main office location

Fortress Private Ledger, LLC

3110 Edwards Mill Rd, Suite 200

Raleigh NC 27612, United States

Number of offices

6

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