Fortune Financial Advisors provides investment management and financial planning services. They offer investment analysis, asset allocation, and ongoing portfolio monitoring. Financial planning services include creating detailed plans to help clients achieve their financial goals, covering areas like retirement, taxes, and estate planning. Clients can also receive consulting services on specific topics like estate planning or real estate.
Assets Under Management$200M
Clients178
Advisors5
Avg. per Client$1.1M
Avg. per Advisor$40M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.75% |
| $250K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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