Fortune Wealth Management provides investment management services based on individual client needs. The firm also offers financial planning, which can be comprehensive or focused on specific areas like investments, insurance, taxes, or estate plans. Fortune Wealth Management gathers information about each client's financial situation and investment objectives to tailor its services.
Assets Under Management$400M
Clients201
Advisors3
Avg. per Client$2M
Avg. per Advisor$130M
www.fortunewealthmanagement.com ·www.linkedin.com/company/fortune-wealth-managem... ·twitter.com/fortunewealthmg
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.30% |
| $250K - $1.0M | 1.05% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $6.0M | 0.70% |
| $6.0M - $10.0M | 0.60% |
| $10.0M - $15.0M | 0.55% |
| $15.0M - $20.0M | 0.45% |
| $20M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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