Fort Henry Capital is a registered investment advisor founded in 2013 and based in Wheeling, West Virginia. The firm provides investment management, financial planning, and retirement plan consulting services to individuals, high-net-worth families, pension and profit-sharing plans, charitable organizations, and corporations. Fort Henry Capital builds personalized investment portfolios using exchange-listed securities, mutual funds, exchange-traded funds, corporate and government debt, real estate investment trusts, and certificates of deposit. Clients can choose between discretionary management—where Fort Henry Capital makes trades on their behalf—and non-discretionary management, where the client approves each trade. The firm's investment advisory fees typically include general financial planning and consulting services. Additionally, Fort Henry Capital offers stand-alone financial planning and consulting on a fixed or hourly fee basis, covering topics such as estate planning and insurance.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $2.0M | 0.75% |
| $2M+ | 0.25% |
Rates shown are for investment advisory services that include general financial planning. Fort Henry Capital also offers investment-only or retirement account management at lower rates: 0.75% on the first $500,000, 0.50% on the next $1,500,000, and 0.25% on amounts over $2,000,000. Fees may be reduced at the firm's discretion based on factors such as familial relationships, anticipated future assets, or account composition.