Cole Linquist
Cole Linquist is a CFP-designated registered investment advisor at Fortress Wealth Group, based in Winter Park, FL, with 11 years of industry experience. Cole operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 360 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fortress Wealth Group's investment management fees range from 0.75% to 2.00% annually, based on factors like service complexity, assets managed, and the overall client relationship. Fees are paid monthly, in advance, based on the market value of assets at the end of the prior month. Clients may also implement their investment portfolios through Betterment Institutional, which charges an additional wrap fee of up to 0.20% annually, and Fortress charges 1.00% annually on top of that.
Location
1099 W Morse Blvd, Winter Park, FL, 32789
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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
Cole is involved in insurance sales at the same address as his advisory business. This activity takes about 10% of his time.
Employment History
Current Registrations
Fortress Wealth Group
Previous Registrations
Ameriprise Financial Services, LLC.
Ameriprise Financial Services, LLCBroker
Commonwealth Financial NetworkBroker
State Registrations1 state
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