William Zimmer is a registered investment advisor at Fortress Private Ledger, LLC, based in Pisgah Forrest, NC, with 12 years of industry experience. William 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 502 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fortress Private Ledger (FPL) manages investment portfolios for a fee based on the value of your investments. The exact fee is negotiable between you and your advisor. The maximum fee is 2.0% per year. Fees are typically deducted from your account monthly or quarterly. FPL may also charge a performance-based fee for certain clients.
Location
Pisgah Forrest, NC
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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
William is a co-founder and co-owner of Ecusta Brewing Company since 2015, dedicating minimal time. He also operates under the DBA Craft Financial for fixed insurance sales, spending a few hours per week on this activity.
Employment History
Current Registrations
Fortress Private Ledger, LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
MML Investors Services, LLCBroker
W&s Brokerage Services, 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.