Fortress Planning Group is an investment management firm based in Pewaukee, Wisconsin, that has been helping individuals and high-net-worth clients since 2011. Fortress Planning Group focuses on a holistic, consultative approach to wealth management, guiding clients through a four-step process that covers discovery, personalized investment planning, implementation, and ongoing reviews. The firm primarily builds diversified portfolios using mutual funds and exchange-traded funds, drawing on academic research and Modern Portfolio Theory to manage risk and return. Fortress Planning Group is legally required to act in your best interest as a trusted advisor, does not earn commissions on financial products, and operates entirely on fees based on the value of the portfolio managed.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $7.0M | 0.50% |
| $7M+ | 0.25% |
Fees are negotiable. An annual maintenance fee of $75 may also apply in addition to the quarterly advisory fee.
