Fortress Planning Group is an investment management firm that focuses on a comprehensive consultative approach to wealth management. They use a four-step wealth management consulting process to build strong relationships with clients and help them reach their goals. They primarily recommend mutual funds and exchange traded funds.
Assets Under Management$350M
Clients283
Advisors5
Avg. per Client$1.2M
Avg. per Advisor$69M
Fee Structure
Investment management only (planning not offered)
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% |
Advisory fee is negotiable. An annual maintenance fee of $75 may be charged in addition to the quarterly fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
