Adam Amante
Adam Amante is a registered investment advisor at Fortress Financial Solutions, LLC, based in Tucson, AZ, with 18 years of industry experience. Adam 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 2 more. Their firm serves 265 clients with $130M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20.0M - $30.0M | 0.40% |
| $30.0M - $50.0M | 0.35% |
| $50M+ | 0.30% |
Fee Estimator
Location
4640 East Sunrise Drive, Suite 211, Tucson, AZ, 85718
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
Adam is a part-owner and manager of Fortress Insurance Brokerage, LLC, offering non-variable life insurance and fixed annuities, and Fortress Consulting, LLC, offering business and consulting services. He also provides notary services to clients as needed.
Employment History
Current Registrations
Fortress Financial Solutions, LLC
Previous Registrations
Redhawk Wealth Advisors, INC.
Fortress Financial Solutions, LLC
State Registrations2 states
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