Fortifi Capital provides ongoing portfolio management based on your goals, risk tolerance, and time horizon. They create a plan to help select a portfolio that fits your specific situation. Fortifi also offers financial planning covering investments, insurance, taxes, retirement, college, and debt. Fortifi generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds, exchange-traded commodities and non-U.S. securities.
Assets Under Management$4.6M
Clients31
Advisors1
Avg. per Client$150K
Avg. per Advisor$4.6M
www.fortificapital.com ·client.fortificapital.com ·www.linkedin.com/in/garrett-boone-fortifi-capital
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1000K | 1.00% |
| $1M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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