Assets Under Management
$269.3M
Number of Clients
274
Number of Advisors
4
Average Client AUM
$983K
AUM per Advisor
$67.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Fortress Wealth Management offers financial planning and investment management services. Financial planning includes customized plans and ongoing advice. Investment strategies primarily use mutual funds and ETFs, but may include individual equities and bonds. Fortress may recommend third-party separate account managers as sub-advisors.
9696 Culver Blvd Suite 301, Culver City, CA, 90232