Fortaleza Capital Partners (FCP) offers customized investment advice to high-net-worth individuals and families. FCP assesses clients' financial situations and goals to define objectives and determine appropriate investment strategies. FCP offers three service models: Wealth Management Service (WMS), Multi Family Office Service (MFO), and Ultra High Net Worth Individual (UHNWI) discretionary portfolio management. FCP uses model portfolios aligned with client objectives and risk tolerance, primarily using passive investments like index funds.
Fee Structure
Fortaleza Capital Partners' (FCP) investment advisory fees typically range from 0.25% to 0.75% of the value of your portfolio. The exact fee depends on the amount of assets being managed. FCP's suggested minimum portfolio size is $1,000,000.