David Jeffrey Herman

Fortress Private Ledger, LLC

35 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Fortress Private Ledger, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

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

Location

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

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History

Regulatory History

Clean regulatory record

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.

Other Business Activities

David is involved in several business activities, including The Jeffrey Group LLC, Old Dog Capital LLC, Pine Straw National LLC, Grey Ghost Holdings LLC, UCAN, Bucket List Capital LLC, and Liver & White Holdings LLC. These activities range from holding companies and private investments to real estate and angel investing, requiring minimal time commitment for each.