Fortress Estate Solutions (FES) offers investment advisory services to individuals, families, and businesses. FES provides financial and investment planning, retirement planning, estate planning, charitable planning, education planning, and tax planning. FES also offers fee-based asset management services, managing accounts based on individual client needs and objectives.
Assets Under Management$51M
Clients135
Advisors1
Avg. per Client$370K
Avg. per Advisor$51M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.25% |
| $100K - $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $1.5M | 1.25% |
| $1.5M+ | 1.00% |
Fees are generally not negotiable until account size exceeds $3 Million.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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