Fortress Financial Solutions provides financial planning and investment management services. Financial planning helps clients define goals, review information, and evaluate solutions. Investment management is provided on a discretionary or non-discretionary basis, considering risk tolerance and financial situation. Fortress also offers investment consulting for one-off investment-related work. They may recommend third-party advisors for financial planning services.
Assets Under Management$130M
Clients265
Advisors7
Avg. per Client$490K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20.0M - $30.0M | 0.40% |
| $30.0M - $50.0M | 0.35% |
| $50M+ | 0.30% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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