Robert Fortune
Robert Fortune is a registered investment advisor at Fortune Advisory Services, based in Brooklyn, NY, with 17 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 243 clients with $3.3M 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 $10K | 2.00% |
| $10K - $50K | 1.75% |
| $50K - $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees are non-negotiable.
Fee Estimator
Location
1219 E 89th St, Brooklyn, NY, 11236
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 2017Other Business ActivitiesSells Insurance
Robert participates in credit repair, budget services, insurance sales (life, health, & disability), and annuity sales (fixed & variable). These activities are not a substantial source of income or time but add value to potential clients.
Employment History
Current Registrations
Fortune Advisory Services
Previous Registrations
Supreme Alliance LLC
Fortune Advisory Services
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
Legend Securities, INC.Broker
Chase Investment Services CORP.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.