Fortress Private Ledger, LLC

Updated today

Connect with this firm

Total assets under management

$346,106,253

Total clients

492

20% high-net worth

Total advisors

of 26 employees

Firm size

Multi Team

Average clients per advisor

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

Business activities & affiliations

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.

Main office location

Fortress Private Ledger, LLC

3110 Edwards Mill Rd, Suite 200

Raleigh NC 27612, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 919-322-2761

Advisors at this firm

Kyle R

Series 65

Raleigh, NC

Fortress Private Ledger, LLC

Brandon W

Series 66

Clemmons, NC

Fortress Private Ledger, LLC

Adam S

Series 66

Hickory, NC

Fortress Private Ledger, LLC

William Z

Series 63, Series 65

Pisgah Forrest, NC

Fortress Private Ledger, LLC

Kent G

CFP®, Series 63, Series 66

Mount Airy, NC

Fortress Private Ledger, LLC

William C

Series 63, Series 65

Alexandria, VA

Fortress Private Ledger, LLC

Kevin B

CFP®, Series 63, Series 66

Clayton, NC

Fortress Private Ledger, LLC

Jay M

Series 63, Series 65

Mooresville, NC

Fortress Private Ledger, LLC

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support