Emergent Fortuity Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Emergent Fortuity Financial provides ongoing portfolio management and investment advice primarily to individual clients, creating a written Investment Policy Statement for each client and tailoring portfolios to goals, risk tolerance and time horizon. The firm generally limits recommendations to mutual funds, equities, fixed income, ETFs and insurance products and supports client-imposed investment restrictions and model allocations.
The firm applies a mix of analytical methods — including charting, cyclical, fundamental, quantitative, technical analysis and modern portfolio theory — and pursues a long-term trading orientation while performing regular portfolio monitoring and delivering quarterly reports. Emergent Fortuity does not exercise discretionary trading authority over client accounts, so clients retain final control over trade executions.
Distinctive features include acting as both portfolio manager and sponsor of a wrap fee program (with a separate wrap fee brochure), a service that is uncommon among independent advisers, and a requirement that clients use a specified broker‑dealer (Trade‑PMR, clearing through First Clearing). The firm also does not aggregate block trades for multiple clients and discloses the potential to receive soft‑dollar research or services, which may influence execution and ancillary benefits.
Client services
Expertise
Fee options
0.85% annually
Main office
7777 Davie Rd Ext., #302 B
Plantation FL 33324
Advisors at this office
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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