Fortitude Advisory Group is a registered investment advisor based in Gig Harbor, Washington. The registered investment advisor offers a range of services, including personalized portfolio management through its own advisors or third-party money managers, financial planning, and retirement plan consulting. Fortitude operates through various independent financial advisor teams operating under separate business names, catering primarily to individuals, retirement trusts, and businesses. Services include discretionary and non-discretionary investment management, retirement planning, tax strategies, estate planning, and advice on alternative investments. Fortitude emphasizes tailoring its approach to each client's specific goals, risk tolerance, and time horizon.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.20% |
Maximum total portfolio management fee is 2.2% per year. Specific fees are stipulated in your client agreement and all fees are negotiable. Certain in-house strategies carry additional fees (e.g., 0.2% for large-cap overlays, 0.1% for exchange-traded fund strategies). Clients also pay administrative fees of up to 0.10% and technology fees of up to 0.15% per annum.