Fort Henry Capital offers investment advice, financial planning, and retirement plan consulting to individuals, high net worth individuals, pension and profit sharing plans, charitable organizations, and businesses. Investment advisory services include creating investment strategies tailored to each client's goals. Financial planning covers investment and non-investment matters like estate and insurance planning. Retirement plan consulting assists plan sponsors with selecting and monitoring investment options.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $2.0M | 0.75% |
| $2M+ | 0.25% |
These fees include general financial planning and consulting services. Lower fees apply if financial planning is excluded: 0.75% on the first $500,000, 0.50% on assets between $500,001 and $2,000,000, and 0.25% on assets above $2,000,000. The same lower fees apply to management of retirement plan accounts.