Joshua Zorger

Fortitude Private Wealth manages investments for a fee based on the value of your portfolio. The fee is calculated annually, but charged quarterly in advance. The annual fee is negotiable and may be reduced for combined household accounts. There are different fee schedules depending on whether your assets are held at Fortitude Private Wealth's chosen custodian or held away at an outside custodian.

Assets Managed at Fortitude Private Wealth's Custodian:

• Up to $249,999: 1.50% per year
• $250,000 to $499,999: 1.25% per year
• $500,000 - $749,999: 1.15% per year
• $750,000 - $999,999: 1.00% per year
• $1,000,000 - $2,999,999: 0.90% per year
• $3,000,000 - $4,999,999: 0.80% per year
• $5,000,000 - $9,999,999: 0.65% per year
• $10,000,000 +: 0.50% per year

Assets Managed Away from Fortitude Private Wealth's Custodian:

• Up to $249,999: 1.75% per year
• $250,000 to $499,999: 1.50% per year
• $500,000 - $749,999: 1.40% per year
• $750,000 - $999,999: 1.25% per year
• $1,000,000 - $2,999,999: 1.15% per year
• $3,000,000 - $4,999,999: 1.05% per year
• $5,000,000 - $9,999,999: 0.90% per year
• $10,000,000 +: 0.75% per year