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Steven Farr

Fortitude Advisory Group L.L.C.
19 Years of Experience
Warrensburg, MO
1 Disclosure
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Steven Farr is a registered investment advisor at Fortitude Advisory Group L.L.C., based in Warrensburg, MO, with 19 years of industry experience. Steven 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

Warrensburg, MO

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History

Regulatory History (1)
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Customer Dispute
April 2022
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Steven is the owner of The Passport Inc, an advertising business, since 2012. He is also the owner of Raiseway in Boonville, MO.

Employment History
Current Registrations
Fortitude Advisory Group L.L.C.
May 2021 - Present · 5 yrs 5 mos
Previous Registrations
Edward Jones
August 2013 - March 2021 · 7 yrs 7 mos
Edward JonesBroker
August 2013 - March 2021 · 7 yrs 7 mos
Securities America Advisors, INC.
October 2005 - March 2006 · 5 mos
Securities America, INC.Broker
October 2005 - March 2006 · 5 mos
Walnut Street Securities, INC.
September 2004 - October 2005 · 1 yr 1 mo
Walnut Street Securities, INC.Broker
September 2004 - October 2005 · 1 yr 1 mo
Dominion Investor Services, INC.Broker
July 2003 - August 2004 · 1 yr 1 mo
A. G. Edwards & Sons, INC.Broker
May 2001 - March 2003 · 1 yr 10 mos
A. G. Edwards & Sons, INC.Broker
December 1996 - October 1998 · 1 yr 10 mos
Olde Discount CorporationBroker
January 1995 - June 1995 · 5 mos
State Registrations1 state
MO
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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