Robert Samsel is a registered investment advisor at Fortress Capital, based in Marietta, GA, with 4 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Fortress Capital charges different fees based on whether you're considered a 'qualified client' or not.
- Qualified Clients: Pay a performance-based fee equal to 10% of the annual profits in your account, excluding any contributions made during the year. This fee is only charged if your account value is higher than its previous high point.
- Non-Qualified Clients: Pay an annual management fee of 1% of the ending value of your account.
Location
Marietta, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Fortress Capital
State Registrations1 state
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