Moshe Sussman is a registered investment advisor at Fortune Capital Management LLC, based in Lakewood, NJ, with 5 years of industry experience. Moshe operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 12 clients with $2.7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fortune Capital Management charges a performance-based fee for portfolio management. This includes an annual fee of 2.00% of your portfolio, plus 20.00% of any capital appreciation. If your portfolio value increases, you'll pay 20.00% of that increase. If it decreases, you won't pay a new performance fee until it reaches the previous high value. These fees are negotiable.
Location
317 Monmouth Avenue, Lakewood, NJ, 08701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Moshe is the Chief Strategy Officer at FirmVO, a tech startup. He currently only has an equity stake and does not receive a salary or commissions.
Employment History
Current Registrations
Fortune Capital Management LLC
State Registrations1 state
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