Fortress Capital Advisors provides financial planning advice on topics like cash flow, college funding, retirement, and estate planning. They also offer ongoing investment management services. The firm conducts an initial interview to discuss a client's situation, goals, and the scope of services. They employ active, passive, or Core + Satellite investment strategies.
Assets Under Management$14M
Clients18
Advisors1
Avg. per Client$800K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$750K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $1.7M | 0.75% |
| $1.7M+ | 0.35% |
Asset-based fee schedule is based on a blended tier. Subject to a $7,500 minimum annual fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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