Jay Mckinney
Jay Mckinney is a registered investment advisor at Fortress Private Ledger, LLC, based in Mooresville, NC, with 11 years of industry experience. Jay 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum advisory fee is 2.0% and is negotiable between the client and the investment adviser representative.
Fee Estimator
Location
907 Brawley School Rd, Mooresville, NC, 28117
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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 →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 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.
Exams
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