Fortress Financial Solutions offers comprehensive financial planning and investment management services tailored to individual goals, risk tolerances, and time horizons. Founded in 2000, the firm provides ongoing services through tiered options that combine financial planning and portfolio management, as well as standalone planning and consulting. Investment management is handled on a discretionary or non-discretionary basis across various securities, including equities, mutual funds, exchange-traded funds, and bonds. The firm also offers specialized advice such as impact investing, business owner consulting, and retirement plan consulting. Fortress Financial Solutions works with individuals, high-net-worth clients, business owners, and retirement plans, coordinating with outside professionals like tax preparers and estate attorneys to deliver a cohesive wealth management experience.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20.0M - $30.0M | 0.40% |
| $30.0M - $50.0M | 0.35% |
| $50M+ | 0.30% |
Fees are negotiable. Billed in advance on a monthly or quarterly basis.