Michael Fortune is a registered investment advisor at Hamilton Capital Partners, LLC, based in Atlanta, GA, with 7 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 218 clients with $440M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee. Fees are negotiable.
Fee Estimator
Location
3400 Peachtree Road, Ne, North Tower, Suite 125, Atlanta, GA, 30326
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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 Activities
Michael is the president of Fortune Wealth Management, Inc., an S Corp, though he dedicates no time to it. He is also a partner at Perseus Venture Partners, LLC, a holding company, dedicating a few hours per week to general business development.
Employment History
Current Registrations
Hamilton Capital Partners, LLC
Previous Registrations
Hamilton Investment Counsel, LLC
State Registrations2 states
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.