Fortress Investment Advisory builds and manages long-term investment portfolios using Modern Portfolio Theory and dynamic asset allocation. Fortress primarily uses low-cost mutual funds and index funds. Fortress also provides investment consulting and counseling on various investments, including mutual funds, stocks, bonds, and real estate.
Assets Under Management$8.5M
Clients20
AdvisorsN/A
Avg. per Client$430K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable for portfolio amounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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