Louis Scatigna is a registered investment advisor at Fortitude Advisory Group L.L.C., based in Gig Harbor, WA, with 42 years of industry experience. Louis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 654 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fortitude Advisory Group charges a fee based on the value of your portfolio. This fee covers both Fortitude's services and any fees charged by third-party money managers, if you choose to use them. The total portfolio management fee has a maximum of 2.2% per year, but all fees are negotiable. In some cases, additional fees may apply for specific investment strategies managed in-house. Fortitude may also charge annual reporting and technology fees, up to 0.10% and 0.15% respectively.
Location
7195 Wagner Way, Suite 104, Gig Harbor, WA, 98335
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Regulatory History (1)
Regulatory
September 2001Other Business Activities
Louis prepares taxes during income tax season for his sole proprietorship and hosts a weekly financial radio show, dedicating minimal time to each. He also engages in public speaking about once per year and is the author of "The Financial Physician.
Employment History
Current Registrations
Fortitude Advisory Group L.L.C.
Previous Registrations
Leigh Baldwin & CO., LLCBroker
Afm Investments, INC.Broker
Karel Gordon Investment Associates INC
Afm Investments, INC.Broker
Network 1 Financial Securities INC.Broker
First Affiliated Securities, INC.Broker
Monmouth Investments, INC.Broker
First Investors CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.