Brian Mann is a registered investment advisor at Fortress Financial Partners, based in Florence, KY, with 3 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 16 clients with $7.1M 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 $100K | 1.70% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees over $2,000,000 are negotiable.
Fee Estimator
Location
73 Cavalier Boulevard, Ste 210, Florence, KY, 41042
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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 →Other Business Activities
Brian is the Managing Member of The Palomino Group LLC, a non-investment related business, since 2017. Brian and his wife are winding down the company and spend no time on it; it will officially close in the summer of 2024.
Employment History
Current Registrations
Fortress Financial Partners
Previous Registrations
Ftj Fundchoice, LLC
Mann Capital Management LLC
State Registrations2 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.