Nadyne Abubo is a registered investment advisor at Fortem Financial Group, LLC, based in Palm Desert, CA. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 317 clients with $530M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fortem Financial charges an annual fee based on the value of your portfolio. This fee typically ranges from 0.25% to 1.75% per year, depending on the size and composition of your portfolio and the services provided. The fee is calculated based on the average daily balance of your account during the previous quarter and is paid quarterly in advance. Fees may be negotiable.
Location
44801 Village Court #201, Palm Desert, CA, 92260
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Fortem Financial Group, LLC
State Registrations2 states
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