Joseph Foley is a registered investment advisor at Fortiter Wealth Management, LLC, based in Houston, TX, with 18 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 51 clients with $380M 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 $1.0M | 1.13% |
| $1.0M - $5.0M | 0.83% |
| $5.0M - $10.0M | 0.58% |
| $10M+ | 0.53% |
Clients utilizing the GLASfunds platform for alternative investments will be subject to an additional platform fee of 0.35%.
Fee Estimator
Location
1980 Post Oak Blvd.,, Houston, TX, 77056
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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
Fortiter Wealth Management, LLC
Previous Registrations
First Trust Advisors LP
First Trust Portfolios L.P.Broker
State Registrations1 state
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