Fortune Advisory Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides asset and wealth management to individuals, high‑net‑worth individuals, and small businesses. Its services focus on portfolio management of U.S. equities, index funds, ETFs and bonds, with financial planning delivered as part of ongoing portfolio management rather than as a separate engagement.
Investment decisions are guided by a long‑term, fundamental analysis approach focused on securities the adviser believes will grow across business cycles, and the firm uses detailed historical visuals (Andex Charts) to set risk and return expectations. Client accounts are primarily handled on a non‑discretionary basis, with reviews at least monthly and client approval required for trade execution.
Compared with peers, the firm manages an unusually large number of client relationships for its size and combines that higher client load with a non‑discretionary service model, which can require more frequent client interaction. The firm also offers no‑charge educational seminars and proprietary client communications (including headline news updates and reports), does not aggregate client orders, and discloses limited custody solely for the purpose of direct fee deduction.
Client services
Expertise
Fee options
$0 - $10,000: 2.00% $10,000 - $50,000: 1.75% $50,000 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000 - $500,000: 1.00% $500,000 - $1 million: 0.75% $1 million+: 0.50%
Main office
1219 E 89th St
Brooklyn NY 11236
Advisors at this office
1
Most active in
New York · Pennsylvania
Also doing business as
Fortune Advisory Services · Fortune Advisory Services LLC · Fortune Capital Consulting
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.
Forms ADV
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