Cody Schaefer is a CFP-designated registered investment advisor at Fortress Financial Group, LLC, based in Rochester, MN, with 7 years of industry experience. Cody operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 330 clients with $350M 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 $250K | 1.25% |
| $250K - $500K | 1.10% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.65% |
| $25M+ | 0.45% |
Fees may be negotiable at the sole discretion of the Advisor. Certain Clients may have a fixed rate schedule. The Client’s fees will take into consideration the aggregate assets under management with the Advisor.
Fee Estimator
Location
1610 14th Street Nw, Suite 300, Rochester, MN, 55901
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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 Financial Group, LLC
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 states
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