A complete list of active advisors currently associated with Fortune Wealth Management, LLC
Warmer can help you find a great advisor at Fortune Wealth Management, LLC or one who fits your needs even better.
Fortune Wealth Management provides discretionary investment management and financial planning to individuals as well as institutional clients such as pension and profit‑sharing plans, ERISA accounts, trusts, estates and business entities. The firm manages client accounts at custodians and reports approximately $396 million in regulatory assets under management across its client relationships, and it typically recommends a $250,000 minimum for its Wealth Management accounts. The firm uses an asset‑allocation based approach informed by risk‑tolerance questionnaires, model portfolios or custom portfolios, and rebalances as needed; portfolios may include mutual funds, ETFs, individual securities and, as appropriate, sub‑accounts within annuities. FWM employs multiple methods of securities analysis (fundamental, cyclical, technical and charting), may occasionally overweight or underweight asset classes, and provides ongoing monitoring with at least quarterly written performance reports. Compared with many peers, FWM discloses additional advisory intersections with the insurance and advisory industries: its investment adviser representatives may be licensed insurance agents and the firm may recommend insurance products or manage annuity sub‑accounts (insurance activities are disclosed as producing less than 1% of IAR income and consuming less than 1% of their time). The firm also describes arrangements to recommend or work with other registered investment advisers (including the potential to receive a portion of advisory fees, though none are currently in place) and maintains a Code of Ethics and conflict‑disclosure procedures to address these relationships.
To learn more about the advisors currently working at Fortune Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Dallas, TX
| 2
| |
Dallas, TX
| 1
| |
Dallas, TX
| 39
|
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