Gary Fortier
Gary Fortier is a registered investment advisor at Keystone Financial Group, INC., based in Atlanta, GA, with 22 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 289 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Keystone Financial Group's fee for managing your investments is a percentage of the value of your portfolio, ranging from 0.50% to 1.50% per year. The exact fee is negotiable and depends on your individual circumstances. The fee is billed quarterly in advance.
Location
6849 Peachtree Dunwoody Road, Building A1, Atlanta, GA, 30328
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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
Gary is an independent insurance agent and a partner at Large & Gilbert Inc, a CPA firm providing tax/accounting services. He also holds positions at Keystone Financial Group as Secretary, 20% owner, and Chief Compliance Officer, dedicating about 10-20% of his time, and owns L&G Technology Solutions Inc, spending minimal time on software sales.
Employment History
Current Registrations
Keystone Financial Group, INC.
Previous Registrations
Cambridge Investment Research, INC.Broker
1st Global Capital CORP.Broker
Winebrenner Capital Partners, LLCBroker
Triad Advisors, INC.Broker
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.