Fortitude Advisory Group L.L.C.

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Total assets under management

$416,903,117

Total clients

654

0% high-net worth

Total advisors

of 15 employees

Firm size

Multi Team

Average clients per advisor

Average account size

$637,467

Client services

Financial planning Portfolio management Selection of other advisers

Fee options

Fixed

Financial planning fees may also be charged as a flat dollar amount; specifics not stated.

Percentage

Up to 2.2% annually (maximum total portfolio management fee combining Fortitude and Third-Party Money Manager fees)

Commissions

Certain Financial Advisors are registered representatives or insurance agents and may receive commissions for securities transactions and insurance product sales.

Project-based

Financial planning fees may be charged on an hourly basis; specific amounts not stated.

Performance-based

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.

Other

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.

Disclosures

Business activities & affiliations

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.

Main office location

Fortitude Advisory Group L.L.C.

7195 Wagner Way, Suite 104

Gig Harbor WA 98335, United States

Number of offices

Forms ADV

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

Quick links

LinkedIn Website 253-470-4977

Advisors at this firm

Ronald W

Series 63

Kentfield, CA

Fortitude Advisory Group L.L.C.

Steven F

Series 63, Series 65, Series 66

Warrensburg, MO

Fortitude Advisory Group L.L.C.

Stacy S

Series 65

Gig Harbor, WA

Fortitude Advisory Group L.L.C.

Craig J

Series 63, Series 65

Gig Harbor, WA

Fortitude Advisory Group L.L.C.

Scott M

CFA®

New York, NY

Fortitude Advisory Group L.L.C.

Ryan F

Series 65

Gig Harbor, WA

Fortitude Advisory Group L.L.C.

Ruben R

Series 63, Series 65

New York, NY

Fortitude Advisory Group L.L.C.

Christopher K

CFP®, Series 63, Series 65

Lakewood, WA

Fortitude Advisory Group L.L.C.

Andrew F

Series 63, Series 66

Gig Harbor, WA

Fortitude Advisory Group L.L.C.

Gregory M

Series 66

New York, NY

Fortitude Advisory Group L.L.C.

Maia T

Series 63, Series 65

Laramie, WY

Fortitude Advisory Group L.L.C.

Martin S

Series 63, Series 66

Toms River, NJ

Fortitude Advisory Group L.L.C.

Matthew S

Series 66

Plantation, FL

Fortitude Advisory Group L.L.C.

Jacinta E

Series 66

Gig Harbor, WA

Fortitude Advisory Group L.L.C.

Louis S

Series 63

Toms River, NJ

Fortitude Advisory Group L.L.C.

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