Fortune 45 offers personalized investment advisory services, including asset allocation and implementation of investment plans. Services include financial objective determination, cash flow management, insurance review, investment management, retirement planning, estate planning, education funding, and long-term care needs. They also offer financial planning and consulting services, and retirement plan assistance.
Assets Under Management$190M
Clients602
Advisors3
Avg. per Client$310K
Avg. per Advisor$63M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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