Michael Skowfoe is a registered investment advisor at Fortress Wealth Planning, based in Ponte Vedra Beach, FL, with 27 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 135 clients with $620M 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 |
|---|---|
| $0K - $2.0M | 1.25% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fees may be negotiable for accounts invested 100% in fixed income. Minimum annual fee of $7,500. For Client Households with $600,000 or less in assets under our management, the minimum annual fee will be greater than 1.25%.
Fee Estimator
Location
814 Highway A1A N, Ste 202, Ponte Vedra Beach, FL, 32082
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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 →Employment History
Current Registrations
Fortress Wealth Planning
Previous Registrations
Hightower Advisors, LLC
Hightower Securities, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
First Union Brokerage Services, INC.Broker
Pruco Securities CorporationBroker
State Registrations1 state
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