Overview

Total Firm Assets
$141 million
Average High-Net-Worth Client Portfolio Size
$2.2 million
Stated Minimum Account Size
$500,000

Fee Disclosure

Source: FORM ADV PART 2A - FORTUNE FINANCIAL GROUP, INC. (2026-07-28) · View brochure text

MinMaxDisclosed Annual Rate
$0 $250,000 1.25%
$250,001 $1,000,000 1.00%
$1,000,001 $2,500,000 0.75%
$2,500,001 and above 0.50%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,625 1.06%
$5 million $34,375 0.69%
$10 million $59,375 0.59%
$50 million $259,375 0.52%
$100 million $509,375 0.51%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
76.60%
Number of High-Net-Worth Clients
50
Total Client Accounts
520
Discretionary Accounts
520

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number
111378
  • FORM ADV PART 2A - FORTUNE FINANCIAL GROUP, INC. (2026-07-28) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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