Brett D'orlando
Brett D'orlando is a registered investment advisor at Fortem Financial Group, LLC, based in Palm Desert, CA, with 21 years of industry experience. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 317 clients with $530M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fortem Financial charges an annual fee based on the value of your portfolio. This fee typically ranges from 0.25% to 1.75% per year, depending on the size and composition of your portfolio and the services provided. The fee is calculated based on the average daily balance of your account during the previous quarter and is paid quarterly in advance. Fees may be negotiable.
Location
44801 Village Court, Suite 201, Palm Desert, CA, 92260
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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
Brett is the owner of BCD Capital Management, Inc. since 2021, which is a flow-through entity for RIA and insurance compensation, and is a licensed insurance agent.
Employment History
Current Registrations
Fortem Financial Group, LLC
Previous Registrations
Fortem Financial, LLC
Hightower Advisors, LLC
Hightower Securities, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 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.