Scott Mills is a CFA-designated registered investment advisor at Fortitude Advisory Group L.L.C., based in New York, NY, with 4 years of industry experience. Scott 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
420 Lexington Ave, Suite 1402, New York, NY, 10170
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Fortitude Advisory Group L.L.C.
State Registrations1 state
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