Craig Johnsen is a registered investment advisor at Fortitude Advisory Group L.L.C., based in Gig Harbor, WA, with 29 years of industry experience. Craig 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 (4)
Customer Dispute
March 2013Customer Dispute
March 2013Customer Dispute
September 2012Customer Dispute
May 2011Employment History
Current Registrations
Fortitude Advisory Group L.L.C.
Previous Registrations
Private Advisory Group LLC
Strategic Capital Group L.L.C.
Rp Capital LLCBroker
Pacific West Securities, INC.Broker
Key Investments INC.Broker
Forth Financial Securities, CorporationBroker
Sunamerica Securities, INC.Broker
Ifg Network Securities, INC.Broker
First Washington CorporationBroker
State Registrations2 states
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.