Joshua Ali is a CFA, CFP-designated registered investment advisor at Fortress Wealth Planning, based in Jacksonville Beach, FL, with 8 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, Corporate Executives, Education Planning, Estate Planning, and 7 more. Their firm serves 161 clients with $790M 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 $2.0M | 1.25% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fees are subject to a minimum annual fee of $7,500. Accounts invested 100% in fixed income may be charged a lower negotiated fee.
Fee Estimator
Location
1400 Marsh Landing Pkwy., Suite 112, Jacksonville Beach, FL, 32250
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 →Employment History
Current Registrations
Fortress Wealth Planning
Previous Registrations
Hightower Advisors, LLC
State Registrations1 state
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.
Exams
More Advisors
- Dalton Mcilrath, CFPFortress Wealth Planning
- Mary Carter, CFPRaymond James Financial Services Advisors, INC
- Matthew Kwartler, CFPCetera Investment Advisers LLC
- Will Haga, CFAUllmann Wealth Partners
- Derek Deloreto, CFPWells Fargo Advisors
- Caitlin Frederick, CFA, CFPUllmann Wealth Partners