Blake Fostvedt, CFP®, CFA Successful Portfolios

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About Blake Fostvedt, CFP®, CFA, MBA

I’m Blake Fostvedt and I am an Investment Advisor and Financial Planner for Successful Portfolios, an RIA firm located in Clearwater, FL. I help individuals, families, and organizations plan and manage custom investment portfolios at leading brokerages including Charles Schwab, TD Ameritrade, and Interactive Brokers. In addition to investment management, I provide comprehensive financial planning services. I specialize in working with the following demographics: Gen X, Gen Y, Entrepreneurs, Small Business Owners, Young Professionals – Accountants, Lawyers, and Doctors.

My professional background gives me a unique perspective when working with clients. Before joining Successful Portfolios, I worked with small business owners and commercial lenders helping structure and underwrite commercial loans at banks in the Greater Tampa Bay Area. I have earned the most sought-after and respected professional credentials in the wealth management business, Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP). I graduated with honors from Creighton University, earning an MBA with an emphasis in Finance.

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Ideal Clients

  • Business Owners
  • Entrepreneurs
  • Gen Y/Millennials
  • Young Professionals

Ways Advisor Charges

  • Flat Fee
  • Assets Under Management

Fee Options

  • Flat Fee: $300+/engagement
  • AUM: 1.00%

SEC Records

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