Fortress Private Ledger (FPL) offers financial planning, hourly consulting, qualified opportunity zone consulting, and portfolio management services. FPL creates investment portfolios based on individual client needs and objectives. They may recommend third-party investment managers. FPL also provides consulting services to employer-sponsored retirement plans. FPL's services are delivered through investment advisor representatives (IARs).
Fee Structure
Fortress Private Ledger (FPL) manages investment portfolios for a fee based on the value of your investments. The exact fee is negotiable between you and your advisor. The maximum fee is 2.0% per year. Fees are typically deducted from your account monthly or quarterly. FPL may also charge a performance-based fee for certain clients.