Jake Perrine is a registered investment advisor at Fortress Planning Group, based in Pewaukee, WI, with 2 years of industry experience. Jake 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. Their firm serves 283 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $7.0M | 0.50% |
| $7M+ | 0.25% |
Advisory fee is negotiable. An annual maintenance fee of $75 may be charged in addition to the quarterly fee.
Fee Estimator
Location
N17W24222 Riverwood Dr., Suite 145, Pewaukee, WI, 53188
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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 Planning Group
Previous Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
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.