Adam Bortolussi is a registered investment advisor at Fitts Financial, based in Hopkinton, MA, with 19 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Hopkinton, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Adam is involved in insurance sales, dedicating about 10% of his time to this activity, primarily through Fitts Insurance Agency, Inc. He is also the President of 200 Foundation and Bortolussi Wealth Management, Inc., a Director of Fitts Insurance Agency, Inc., a trustee for Drambuie Realty Trust, and manages rental properties.
Employment History
Current Registrations
Fitts Financial
Bortolussi Wealth Management, INC.
Previous Registrations
Columbia Management Investment Advisers, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
UBS Financial Services INC.
Morgan Stanley
State Registrations4 states
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