Fortress Investment Services, Ltd. is an investment advisory firm based in Eden Prairie, Minnesota, specializing in mutual fund portfolio management and strategic asset allocation. Founded in 1998 and led by John Urbanski, the firm works closely with clients to recommend specific mutual funds, utilizing technical and fundamental analysis to guide investment decisions. Clients maintain ownership of their accounts directly with mutual fund providers while granting Fortress the authority to execute trades and reallocate assets. In addition to managing investments, Fortress offers income tax planning and preparation services for select clients. The firm serves individuals, sole proprietorships, partnerships, corporations, trusts, and non-profit organizations, with no minimum account size required.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K+ | 2.50% |
Fees for accounts over $100,000 are negotiable.