Fortuna Investors LLC provides ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. Fortuna creates an Investment Policy Statement for each client and constructs a plan to aid in the selection of a portfolio that matches each client's specific situation. Fortuna also offers financial planning services, including investment planning, life insurance, tax concerns, retirement planning, education planning, and debt/credit planning. Fortuna generally limits its investment advice to ETFs.
Assets Under Management$20M
Clients54
Advisors4
Avg. per Client$360K
Avg. per Advisor$4.9M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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