Fortune Financial offers personalized financial planning and investment portfolio management services to individual clients. The firm creates comprehensive financial plans covering personal goals, net worth calculations, cash flow analysis, debt reviews, retirement planning, education funding, investment recommendations, insurance needs, estate planning, and tax strategies. In addition to planning, Fortune Financial provides ongoing investment management where portfolios are monitored monthly. The firm is led by its principal, Carlos A. Rodrigues, who holds a Master of Business Administration and requires significant education and finance experience for its advisors. Fortune Financial charges for its services through hourly rates, flat project fees, or monthly fees based on a percentage of the total assets under management.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Portfolio management fees range from 0.5% to 2.0% based on the size of the account and the complexity of the arrangement.