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Fortress Private Ledger, LLC
SEC-regulated
Registered investment advisor
Fortress Private Ledger, LLC is a registered investment adviser based in Raleigh, North Carolina, offering various advisory services since 2018. The firm provides financial planning, hourly consulting, qualified opportunity zones consulting, portfolio management, and ERISA-qualified retirement plan consulting. Clients can choose between non-discretionary and discretionary services, with the option of participating in wrap fee programs. The firm's investment philosophy includes trend identification, fundamental analysis, momentum strategies, and more. Fortress Private Ledger has no disciplinary events to disclose and compensates third-party solicitors for client referrals. The firm does not vote proxies on behalf of clients and maintains custody of assets through Interactive Brokers, Mainstar, and Schwab. Clients receive regular account reviews and reports based on the type of service provided. Fortress Private Ledger has no adverse financial conditions to report and does not require advance payment of fees exceeding $1200.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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