Edward Bails is a CFP-designated registered investment advisor at Fortified Wealth, based in Elkhart, IN, with 28 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 66 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.50% |
| $200K - $500K | 1.30% |
| $500K - $1.0M | 1.20% |
| $1.0M - $1.3M | 1.00% |
| $1.3M+ | Included |
The fee for assets over $1,250,001 is a fixed $12,500. Fees may be negotiable.
Fee Estimator
Location
3110 Windsor Court, Suite B, Elkhart, IN, 46514
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Edward is the owner and president of B2 Financial, Inc., an insurance agency, since 2009. This takes about 10-20% of his time.
Employment History
Current Registrations
Fortified Wealth
Previous Registrations
Enlightened Finance LLC
Ae Wealth Management, LLC
Arbor Point Advisors
Securities America, INC.Broker
Private Advisor Group, LLC
US Financial Advisors, LLC
LPL Financial LLCBroker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Invest Financial Corporation
Invest Financial CorporationBroker
Aig Financial Advisors, INC.Broker
Aig Financial Advisors, INC.
Sunamerica Securities, INC.
Sunamerica Securities, INC.Broker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Sentra Securities CorporationBroker
Securities America, INC.Broker
Mutual Service CorporationBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.