Sidney Davis is a registered investment advisor at Fortunato Asset Management, based in Santa Rosa Beach, FL, with 11 years of industry experience. Sidney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 24 clients with $29M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fortunato Asset Management offers two investment strategies with different fee structures. For clients who meet certain qualifications, fees are based on a percentage of the increase in net assets above a 6% annual rate. For other clients, fees are based on a percentage of the assets they manage:
- Fortunato 1 strategy — 0.95% per year
- Fortunato 3 strategy — between 0.5% and 0.75% per year.
These fees are deducted from your account either annually or quarterly.
Location
Santa Rosa Beach, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sidney is the publisher and CEO of Consumer Electronics Advisory Group Inc., an online consumer product review business, since 2008. He spends minimal time on this business, including minimal time during securities trading hours, writing reviews and supervising contractors.
Employment History
Current Registrations
Fortunato Asset Management
Previous Registrations
Fortunato Asset Management
State Registrations1 state
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