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
Kentfield, CA
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ronald owns a permanent and temporary employment agency since 1996, dedicating a few hours per week to oversight. He also sells fixed insurance products, including life, health, disability, annuities, and long-term care, since 1997 and is compensated via insurance commission.