Jay Mckinney is a registered investment advisor at Fortress Private Ledger, LLC, based in Raleigh, NC, with 10 years of industry experience. Jay 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
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Number of Clients
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Fee Structure
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.
Location
3110 Edwards Mill Rd, Suite 200, Raleigh, NC, 27612
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Fortress Private Ledger, LLC
Fortress Private Ledger, LLC
Fortress Private Ledger, LLCBroker
Previous Registrations
Barnabas Capital, LLCBroker
Brighthouse Securities, LLCBroker
Metlife Investors Distribution CompanyBroker
State Registrations1 state
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.