Fortune 45, Llc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$188,726,258
Total clients
595
16% high-net worth
Total advisors
3
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
198
Average account size
$317,187
About
Fortune 45 serves individuals, high net worth clients, trusts, estates, charitable organizations and businesses, providing discretionary portfolio management, financial planning, ongoing financial advisory and retirement plan services. The firm manages approximately $188.7 million in discretionary assets and offers both ongoing investment management and one‑time or periodic planning and consulting engagements.
The firm's investment approach centers on asset allocation implemented primarily through exchange‑traded funds (ETFs), supplemented by mutual funds, individual equities and bonds, and other instruments as appropriate; its methods of analysis include technical, charting and fundamental research and it employs both long‑ and short‑term strategies. Fortune 45 provides continual portfolio monitoring and implements trading discretion consistent with client objectives, while also including non‑securities assets (e.g., real estate, insurance) in its holistic planning and review process.
Compared with many peers, Fortune 45 explicitly uses derivative instruments (including options and leveraged ETFs that rely on swaps) and may employ borrowing within separately managed accounts—practices called out in its disclosures and relatively uncommon among similarly sized supported firms. The firm also combines its ETF‑focused implementation with retirement plan consulting coordinated through independent third‑party administrators and access to institutional custody and research through its recommended custodian.
Client services
Fee options
Fixed fee for financial planning services generally up to $5,000 (negotiable)
$0+: up to 1.50% annually for Investment Management Services (negotiable) $0+: 0.50% annually for Retirement Plan Services (negotiable)
$250 per hour for ongoing financial advisory services
Account minimum: No minimum stated; however, the firm may terminate accounts that fall below a minimum size deemed too small to manage effectively. Fee-only: Fixed fee for financial planning up to $5,000 (negotiable); hourly rate $250/hour for ongoing financial 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
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Fortune 45, Llc.
39309 Tommy Moore Rd
Gonzales LA 70737, United States
Number of offices
1
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