Jill Homan is a registered investment advisor at Fortress Private Ledger, LLC, based in Raleigh, NC, with 5 years of industry experience. Jill 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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
Get directionsHistory
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
Jill is a managing member of Javelin 19 Investments, LLC and Javelin 19 Real Estate, LLC, allocating a few hours per week to the former and nearly full-time to the latter. She also serves as a development manager for Javelin 19 Real Estate, LLC, dedicating minimal time to this role.
Employment History
Current Registrations
Fortress Private Ledger, LLC
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.