Fortitude Advisory Group offers investment advice tailored to individual client needs, focusing on financial goals, investment objectives, and risk tolerance. Clients can choose Financial Advisor directed accounts or utilize third-party money managers. Some financial advisors also offer financial planning services for a fee. Fortitude's financial advisors may operate under different business names.
Fee Structure
Fortitude Advisory Group charges a fee based on the value of your portfolio. This fee covers both Fortitude's services and any fees charged by third-party money managers, if you choose to use them. The total portfolio management fee has a maximum of 2.2% per year, but all fees are negotiable. In some cases, additional fees may apply for specific investment strategies managed in-house. Fortitude may also charge annual reporting and technology fees, up to 0.10% and 0.15% respectively.