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
7195 Wagner Way, Suite 104, Gig Harbor, WA, 98335
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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Andrew is a managing member, director, and co-owner of Old Loyal Films, LLC, an independent film company, and spends minimal time on this. He is also an investment advisor with Sound Wealth Partners, LLC, and owns the Blue Mouse Theatre, spending minimal time on it.