Fortune Advisory Services manages investments for individuals, high net worth individuals, and small businesses. They focus on long-term growth by selecting stocks, index funds, exchange traded funds, and bonds of primarily U.S. companies. Financial planning is included as part of the investment management service, not as a separate service. They tailor advice to each client's risk tolerance and financial goals, reviewing these goals with clients at least annually.
Assets Under Management$3.3M
Clients243
Advisors1
Avg. per Client$14K
Avg. per Advisor$3.3M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10K | 2.00% |
| $10K - $50K | 1.75% |
| $50K - $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees are non-negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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