CG
CG

Christopher Gure

12 Years of Experience
Raleigh, NC
Broker

Christopher Gure is a registered investment advisor at Fortress Private Ledger, LLC, based in Raleigh, NC, with 12 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 704 clients with $580M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
704 clients
Average Client Portfolio
$830K average
Assets Under Management
$584.0M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum advisory fee is 2.0% and is negotiable between the client and the investment adviser representative.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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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 · 8 yrs 2 mos
Fortress Private Ledger, LLC
August 2018 - Present · 8 yrs 2 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 Registrations23 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.
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