Justin Lee Fort

CFP

Fort Advisors INC

13 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth

Fort Advisors INC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

3 advisors

Number of Clients

410 clients

Average Client Portfolio

$311K average

Assets Under Management

$127.6M

Fee Structure

Location

7701 San Felipe Blvd., Suite 100, Austin, TX, 78729

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History

Regulatory History (1)

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Criminal

January 2001

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Justin is a principal/agent at Amicord LLC, a non-investment-related insurance agency, dedicating about 10-20% of his time. He is also a member of Cake Partnership, LLC, which supports insurance agents and agencies, but spends minimal time on this activity. Justin is also the President of Fort Wealth Management.

Employment History

Current Registrations

Fort Advisors INC

February 2019 - Present · 7 yrs

Previous Registrations

Corecap Advisors

September 2016 - November 2019 · 3 yrs 2 mos

Alphastar Capital Management, LLC

April 2014 - September 2016 · 2 yrs 5 mos

Fort Financial, INC.

June 2012 - March 2014 · 1 yr 9 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.