Fortress Investment Services provides investment advice, focusing on mutual funds. They discuss the suitability of mutual funds with clients and recommend specific funds. Fortress also offers income tax planning and preparation services. They primarily serve individuals, sole proprietorships, partnerships, corporations, trusts, and non-profit organizations.
Assets Under Management$45M
Clients87
Advisors1
Avg. per Client$510K
Avg. per Advisor$45M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K+ | 2.50% |
Fees negotiable for accounts over $100,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...