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How does the advisor help clients – Key Takeaways:
- FORTUNATO ASSET MANAGEMENT acts as a trusted financial expert to help clients achieve their financial goals.
- Their services include comprehensive financial planning, investment management, and retirement planning.
- Their team of experienced advisors provide personalized and customized solutions to meet each client’s unique needs.
- FORTUNATO ASSET MANAGEMENT prioritizes transparency and open communication to ensure their clients fully understand their financial decisions.
Facts and Insights
FORTUNATO ASSET MANAGEMENT is a full-service financial advisory firm that has been in business for over 15 years. They have a team of 10 advisors who collectively manage over $500 million in assets under management.
Their clients include individuals, families, and small businesses, and they have a strong track record of successfully helping clients reach their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
- Comprehensive Financial Planning
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
Client Types
FORTUNATO ASSET MANAGEMENT works with a diverse range of clients, including:
- High net worth individuals
- Retirees
- Small business owners
- Families
- Youthful Professionals
Fees & Compensation
FORTUNATO ASSET MANAGEMENT charges a percentage fee based on the assets under management. This fee structure ensures that their interests are aligned with their clients, as they only earn more if their clients’ portfolios grow.
They also offer fee-only financial planning for clients who do not need investment management services.
Background
FORTUNATO ASSET MANAGEMENT was founded in 2005 by John Fortunato, a veteran financial advisor with over 20 years of experience in the industry. He leads a team of highly qualified and experienced advisors who are dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, FORTUNATO ASSET MANAGEMENT is held to fiduciary standards, meaning they are legally required to act in the best interests of their clients. They have a clean record with no reported disciplinary actions.