Forteris Wealth Management offers investment advice tailored to clients' needs, including portfolio management (discretionary and non-discretionary) and financial planning. Financial planning covers areas like budgeting, education, tax, asset protection, estate, retirement, and investments. Forteris also provides financial consulting on specific topics and pension consulting services to employee benefit plans.
Assets Under Management$180M
Clients174
Advisors2
Avg. per Client$1M
Avg. per Advisor$90M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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