Fortiter Wealth Management provides financial planning and investment management services. They evaluate a client's financial situation and create an investment plan to achieve their goals. Fortiter Wealth Management uses fundamental analysis and Modern Portfolio Theory. They may use individual stocks, bonds, ETFs, options, mutual funds, and other public and private securities or investments. They also provide retirement plan consulting services to employer plan sponsors.
Assets Under Management$380M
Clients51
Advisors3
Avg. per Client$7.4M
Avg. per Advisor$130M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.13% |
| $1.0M - $5.0M | 0.83% |
| $5.0M - $10.0M | 0.58% |
| $10M+ | 0.53% |
Clients utilizing the GLASfunds platform for alternative investments will be subject to an additional platform fee of 0.35%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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