CG
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Christopher Gure

11 Years of Experience
Broker

Christopher Gure is a registered investment advisor at Fortress Private Ledger, LLC, based in Raleigh, NC, with 11 years of industry experience. Christopher 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
502 clients
Average Client Portfolio
$689K average
Assets Under Management
$346.1M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

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.

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Location

3110 Edwards Mill Rd, Ste 200, Raleigh, NC, 27612

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Christopher is a member of Gure Capital, LLC, and part owner of Fortress Tax Services, spending minimal time on the latter. He also serves as Treasurer/Founding Board Member for The Charlotte ETA Group, a charitable organization.

Employment History
Current Registrations
Fortress Private Ledger, LLCBroker
August 2018 - Present · 7 yrs 8 mos
Fortress Private Ledger, LLC
August 2018 - Present · 7 yrs 8 mos
Previous Registrations
LPL Financial LLCBroker
June 2016 - August 2018 · 2 yrs 2 mos
LPL Financial LLC
August 2015 - August 2018 · 3 yrs
Fidelity Brokerage Services LLCBroker
June 2014 - June 2015 · 1 yr
State Registrations20 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.