Fortunato Asset Management offers ongoing investment management services using two strategies: Fortunato 1, focused on long-term equity growth, and Fortunato 3, focused on income generation through dividends and interest. Client accounts are managed on a discretionary basis, meaning Fortunato Asset Management makes investment decisions without needing to ask you first. Clients are responsible for notifying Fortunato Asset Management of any changes to their financial situation or investment objectives.
Fee Structure
Fortunato Asset Management offers two investment strategies with different fee structures. For clients who meet certain qualifications, fees are based on a percentage of the increase in net assets above a 6% annual rate. For other clients, fees are based on a percentage of the assets they manage:
- Fortunato 1 strategy — 0.95% per year
- Fortunato 3 strategy — between 0.5% and 0.75% per year.
These fees are deducted from your account either annually or quarterly.