William Dean Cotton

Fortress Private Ledger, LLC

24 Years of Experience

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Firm Information

Fortress Private Ledger, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

15 advisors

Number of Clients

502 clients

Average Client Portfolio

$689K average

Assets Under Management

$346.1M

Fee Structure

Minimum Investment:$100K

Financial Planning:Investment management only

Fees for portfolio management are based on assets under management and are negotiable between the client and the advisor. The maximum advisory fee is 2.0%. Fees may be calculated and billed monthly or quarterly. Third-party management fees are included in FPL's advisory fees. The minimum account size is $100,000, but FPL has the discretion to waive this minimum.

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Areas of Practice

Investment Management

Advisor Information

Office location

3110 Edwards Mill Rd, Ste 200, Raleigh, NC, 27612

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Regulatory History (1)

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Criminal

May 1989

Final Disposition

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Other Business Activities

William operates under several DBAs for his LPL business: Financial Advocacy Network, Collegiate Financial Services, and The Monitor Group, LLC. These activities consume a full-time equivalent and about 10-20% of his time, respectively.