William Cotton
William Cotton is a registered investment advisor at Fortress Private Ledger, LLC, based in Alexandria, VA, with 25 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 704 clients with $580M 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 | 2.00% |
Maximum advisory fee is 2.0% and is negotiable between the client and the investment adviser representative.
Fee Estimator
Location
Alexandria, VA
Get directionsHistory
Regulatory History (1)
Criminal
May 1989Other Business Activities
William operates under several DBAs for his LPL business: Financial Advocacy Network, Collegiate Financial Services, and The Monitor Group, LLC. These activities consume a full-time equivalent and about 10-20% of his time, respectively.
Employment History
Current Registrations
Fortress Private Ledger, LLC
Fortress Private Ledger, LLC
Fortress Private Ledger, LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
S2k Financial LLCBroker
Realty Capital Securities, LLCBroker
Pacific Select Distributors, INC.Broker
Mutual of Omaha Investor Services, INC.Broker
AXA Distributors, LLCBroker
State Registrations10 states
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
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