Forte Wealth Consulting LLC
Forte Wealth Consulting LLC (CRD# 283407) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $4,100,000 in 35 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management4MILLION
Total Number of Accounts35ACCOUNTS
Average Account Value$117,143
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CT, OK, TX
Jerome Alexander (CRD# 2885335) is an Investment Advisor Representative working at Forte Wealth Consulting LLC in Oklahoma City, OK and has over 20 years of experience in the finance industry.