Assets Under Management
$346.1M
Number of Clients
502
Number of Advisors
15
Average Client AUM
$689K
AUM per Advisor
$23.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Fortress Private Ledger, LLC (FPL) offers portfolio management services based on individual client needs, blending proprietary models and other investments. They manage accounts on a discretionary or non-discretionary basis, creating portfolios consisting of various securities. Fees are negotiable and based on assets under management.
3110 Edwards Mill Rd, Suite 200, Raleigh, NC, 27612