Brent Hause is a registered investment advisor at Fortuna Investors LLC, based in Jupiter, FL, with 14 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 54 clients with $20M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Location
13641 159th St N, Jupiter, FL, 33478
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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.
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Brent co-owns Tahoe Home Consignment Inc., a retail home furnishings business, with his wife. He advises on business strategy, dedicating about 10% of his time to the business outside of trading hours.
Employment History
Current Registrations
Fortuna Investors LLC
Previous Registrations
Griffin Capital Securities, LLCBroker
Access Securities, LLCBroker
Wm Smith & CO.Broker
State Registrations1 state
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