Michael Hemmerich
Advisor at Fortress Private Ledger, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Fortress Private Ledger, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Raleigh, NC 27612
Credentials
Series 66
Industry experience
13 years
Michael Hemmerich is a financial advisor with Fortress Private Ledger, LLC, holding a Series 66 designation and 13 years of industry experience. He has worked at LPL Financial LLC since 2013. Outside of his advisory role, he is an executive producer and limited partner in a film production company, Just a Pinch Productions, LLC. Fortress Private Ledger advises individual and institutional clients, including high-net-worth individuals and employer-sponsored retirement plans, offering financial planning, portfolio management, and specialized Qualified Opportunity Zone advisory services. The firm’s investment approach combines trend identification and technical analysis with fundamental strategies, utilizing a range of securities and third-party managers.
Based on Fortress Private Ledger, LLC
Based on Fortress Private Ledger, LLC
Financial planning flat fee ranges from $600 to $350,000; QOZ Services initial flat fee negotiated per client
Up to $600 per hour for financial planning; client-agreed hourly rate for consulting services
Up to 20% of profits exceeding benchmark (e.g., S&P 500) for qualifying clients with assets over $1 million or net worth over $2.1 million
Account minimum: $100,000 for Portfolio Management Services; $1,000,000 for Retirement Plan Consulting (minimums may be waived)
3110 Edwards Mill Rd, Suite 200
Raleigh, NC 27612
North Carolina
LPL Financial
2013 - Present (13 years)
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