Fortuna Asset Management (FAM) offers investment management services, managing client securities in their investment accounts. FAM has the authority to make investment decisions on a discretionary basis. FAM may also provide hourly investment advice on other investment opportunities, estate administration, and overall asset deployment. FAM generally requires a minimum of $500,000 to open an account but reserves the right to waive this minimum.
Assets Under Management$50M
Clients33
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$50M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
In addition to the AUM fee, FAM may receive a performance fee equal to 20% of the net profits of the account that exceed a cumulative annual return on equities and special situations.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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