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Louis Scatigna

Fortitude Advisory Group L.L.C.
42 Years of Experience
Toms River, NJ
1 Disclosure
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Louis Scatigna is a registered investment advisor at Fortitude Advisory Group L.L.C., based in Toms River, NJ, with 42 years of industry experience. Louis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 622 clients with $470M in assets under management.

Fortitude Advisory Group L.L.C.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
622 clients
Average Client Portfolio
$752K average
Assets Under Management
$467.5M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.20%

Maximum total portfolio management fee is 2.2% per year. Specific fees are stipulated in your client agreement and all fees are negotiable. Certain in-house strategies carry additional fees (e.g., 0.2% for large-cap overlays, 0.1% for exchange-traded fund strategies). Clients also pay administrative fees of up to 0.10% and technology fees of up to 0.15% per annum.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

81 East Water Street, Suite 1B, Toms River, NJ, 08753

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History

Regulatory History (1)
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Regulatory
September 2001
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Louis prepares taxes during income tax season for his sole proprietorship and hosts a weekly financial radio show, dedicating minimal time to each. He also engages in public speaking about once per year and is the author of "The Financial Physician.

Employment History
Current Registrations
Fortitude Advisory Group L.L.C.
January 2008 - Present · 18 yrs 9 mos
Previous Registrations
Leigh Baldwin & CO., LLCBroker
February 2006 - November 2023 · 17 yrs 9 mos
Afm Investments, INC.Broker
January 2005 - February 2006 · 1 yr 1 mo
Karel Gordon Investment Associates INC
June 2004 - December 2007 · 3 yrs 6 mos
Afm Investments, INC.Broker
February 1990 - December 2004 · 14 yrs 10 mos
Network 1 Financial Securities INC.Broker
October 1988 - March 1990 · 1 yr 5 mos
First Affiliated Securities, INC.Broker
May 1987 - October 1988 · 1 yr 5 mos
Monmouth Investments, INC.Broker
February 1986 - May 1987 · 1 yr 3 mos
First Investors CorporationBroker
December 1983 - February 1986 · 2 yrs 2 mos
State Registrations1 state
NJ
Advisor

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.

Exams
No exam information available for this advisor.
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