Karen Brenner is a registered investment advisor at Fortuna Asset Management LLC, based in Irvine, CA, with 12 years of industry experience. Karen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 33 clients with $50M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
In addition to the AUM fee, FAM may receive a performance fee equal to 20% of the net profits of the account that exceed a cumulative annual return on equities and special situations.
Fee Estimator
Location
2082 Michelson Dr, Suite 100, Irvine, CA, 92612
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Karen is the whole owner and CEO of Fortuna Advisors, Inc (FAI) since 1983, a consulting company that holds the software license for portfolio management used by Fortuna Asset Management, LLC. Karen devotes minimal time to FAI, and it is not an investment-related company.
Employment History
Current Registrations
Fortuna Asset Management LLC
State Registrations1 state
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