Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fortitude charges a portfolio management fee based on assets under management, with a maximum of 2.2% per year. Fees are negotiable. Clients may also incur reporting, administrative, and technology fees (up to 0.10% and 0.15% annually, respectively). Financial planning fees are charged as a flat dollar amount, a percentage of assets under advisement, or an hourly fee, based on complexity. AFM Investments may charge a financial planning fee based on the amount of assets contributed to an account.
Areas of Practice
Advisor Information
Office location
5920 100th St. SW Building #7, Lakewood, WA, 98499
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Christopher is a musician, playing drums in various bands, dedicating minimal time. He also serves as President of the Board of Directors for Network Tacoma, Corp., and teaches at Tacoma Covenant Bible Seminary, spending about 10-20% of his time on the latter. Christopher also creates teaching videos for Youtube, spending about 10-20% of his time on this activity.