Fortune Advisory Services
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,300,000
Clients
243
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
243
Very HighAverage account size
$13,580
About
The firm provides asset and wealth management to individuals, high‑net‑worth individuals, and small businesses. Its services focus on portfolio management of U.S. equities, index funds, ETFs and bonds, with financial planning delivered as part of ongoing portfolio management rather than as a separate engagement.
Investment decisions are guided by a long‑term, fundamental analysis approach focused on securities the adviser believes will grow across business cycles, and the firm uses detailed historical visuals (Andex Charts) to set risk and return expectations. Client accounts are primarily handled on a non‑discretionary basis, with reviews at least monthly and client approval required for trade execution.
Compared with peers, the firm manages an unusually large number of client relationships for its size and combines that higher client load with a non‑discretionary service model, which can require more frequent client interaction. The firm also offers no‑charge educational seminars and proprietary client communications (including headline news updates and reports), does not aggregate client orders, and discloses limited custody solely for the purpose of direct fee deduction.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Wealth management
Passive / index investing
Active portfolio management
Fee options
$0 - $10,000: 2.00% $10,000 - $50,000: 1.75% $50,000 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000 - $500,000: 1.00% $500,000 - $1 million: 0.75% $1 million+: 0.50%
Main office location
Fortune Advisory Services
1219 E 89 Th St
Brooklyn NY 11236, United States
Number of offices
1
Most active in
Fortune Advisory Services has reported serving >5 clients in these states in the last 12 months.
New York · Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
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