Forteris Wealth Management is a registered investment advisor based in Armonk, New York, offering discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm tailors its investment strategies to match each client's specific objectives, risk tolerance, and time horizon, utilizing a mix of individual stocks, bonds, exchange-traded funds, mutual funds, and options. Forteris Wealth Management provides comprehensive financial planning covering areas such as budgeting, cash flow, education funding, tax strategies, asset and income protection, estate planning, and retirement planning. While investment management fees generally cover standard financial planning and consulting, extraordinary planning services may incur additional charges. Standalone financial planning and consulting are also available on an hourly basis. The firm serves individuals, high-net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Annual advisory fee covers discretionary or non-discretionary portfolio management, financial planning, and consulting services. A minimum annual fee of $5,000 or minimum portfolio size of $500,000 typically applies.