Fortress Private Ledger, LLC
Assets Under Management
$346.1M
Number of Clients
502
Number of Advisors
15
Average Client AUM
$689K
AUM per Advisor
$23.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Fortress Private Ledger, LLC (FPL) offers portfolio management services based on clients' individual needs, blending proprietary models and other investments. They manage accounts on a discretionary or non-discretionary basis, investing in various securities. FPL also provides access to third-party investment managers. Fees are negotiable and based on assets under management.
Fee Structure
Fees for portfolio management are based on the value of assets under management and are negotiable. The maximum advisory fee is 2.0%. Fees may be calculated and billed monthly or quarterly. FPL also offers access to third-party investment managers, with their fees included in FPL's advisory fees. The minimum account size for portfolio management is $100,000, but FPL has the discretion to waive this minimum.
Areas of Practice
Location
3110 Edwards Mill Rd, Suite 200, Raleigh, NC, 27612