Fortune Financial provides investment advice and financial planning services to individuals. They review clients' financial goals, calculate net worth, analyze cash flow, review debt and expenses, and provide retirement, education, investment portfolio, insurance needs, estate, and tax planning. Fees are charged hourly or as a percentage of assets under management.
Assets Under Management$850K
Clients6
Advisors1
Avg. per Client$140K
Avg. per Advisor$850K
Fee Structure
Minimum Investment:$100K
Fortune Financial offers individual portfolio management services. The fee for managing your investments ranges from 0.5% to 2.0% of the value of your portfolio, depending on the size of the account and the complexity of the arrangement. Fees are billed monthly.
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