Forte Capital Llc
Rochester, New York
5.0
1 Review
Forte Capital LLC, a prominent investment advisory firm headquartered in Rochester, NY, possesses a deep-rooted presence in the financial industry. With seven strategically located offices, the company operates on a broad scale, offering comprehensive investment advisory services. With a total workforce of 21 dedicated professionals, five of whom are specialized investment advisors, Forte Capital LLC stands out for its commitment to providing exceptional financial guidance. Notably, Forte Capital LLC boasts an impressive average of approximately $227,910,000 in assets under management per investment advisor, surpassing industry n...
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Assets Under Mgmt

$1.14B

Investment Professionals

5

Locations

6

% 401K & Individual

21%

% Discretionary

99%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Educational seminars/workshops
Other: INVESTMENT CONSULTING SERVICES
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