Lynn Elliott
Lynn Elliott is a registered investment advisor at Fortiter Wealth Management, LLC, based in Houston, TX, with 25 years of industry experience. Lynn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 51 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.13% |
| $1.0M - $5.0M | 0.83% |
| $5.0M - $10.0M | 0.58% |
| $10M+ | 0.53% |
Clients utilizing the GLASfunds platform for alternative investments will be subject to an additional platform fee of 0.35%.
Fee Estimator
Location
1980 Post Oak Blvd., Suite 2100, Houston, TX, 77056
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2008Criminal
March 1988Other Business Activities
Lynn is a 100% owner of One Five Victor Echo LLC, formed to purchase an airplane for personal use. Lynn also has a small stake in EIM Properties LLC and is a limited partner in Pike Road Investors LTD as part of family estate planning.
Employment History
Current Registrations
Fortiter Wealth Management, LLC
Previous Registrations
Deutsche Bank Securities INC.
Alliance Capital Management L P
State Registrations1 state
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.