Fort Advisors provides asset management services, potentially using third-party investment advisors to manage accounts based on your goals and risk tolerance. They also offer financial planning services to help you understand your financial situation and set objectives, covering areas like tax planning, asset allocation, and retirement planning. Implementation of any recommendations is at your discretion. They may also recommend private investment funds for high net worth clients.
Fee Structure
Fort Advisors charges an annual fee based on the total value of your portfolio. The specific percentage is not listed in the brochure. They may use third-party investment advisors to manage your account. Your investment advisor representative will monitor your accounts and financial situation at least annually.