Fortress Financial provides wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, estates, and small businesses. They create customized solutions through personal contact and interaction, offering discretionary investment management and related planning services. Fortress Financial works with clients to identify their investment goals, risk tolerance, and financial situation to create a suitable portfolio strategy.
Assets Under Management$350M
Clients330
Advisors7
Avg. per Client$1.1M
Avg. per Advisor$50M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.10% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.65% |
| $25M+ | 0.45% |
Fees may be negotiable at the sole discretion of the Advisor. Certain Clients may have a fixed rate schedule. The Client’s fees will take into consideration the aggregate assets under management with the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...