Steven Farr is a registered investment advisor at Fortitude Advisory Group L.L.C., based in Warrensburg, MO, with 19 years of industry experience. Steven 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
Warrensburg, MO
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Regulatory History (1)
Customer Dispute
April 2022Other Business Activities
Steven is the owner of The Passport Inc, an advertising business, since 2012. He is also the owner of Raiseway in Boonville, MO.
Employment History
Current Registrations
Fortitude Advisory Group L.L.C.
Previous Registrations
Edward Jones
Edward JonesBroker
Securities America Advisors, INC.
Securities America, INC.Broker
Walnut Street Securities, INC.
Walnut Street Securities, INC.Broker
Dominion Investor Services, INC.Broker
A. G. Edwards & Sons, INC.Broker
A. G. Edwards & Sons, INC.Broker
Olde Discount 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.