Joshua Ali is a CFA, CFP-designated registered investment advisor at Fortress Wealth Planning, based in Ponte Vedra Beach, FL, with 9 years of industry experience. Joshua 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
Newport Group Securities, INC.Broker
State Registrations1 state
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