Fortem Financial offers financial planning, consulting, and investment management services. Financial planning covers business, education, estate, retirement, and tax planning. Investment management includes managing investment portfolios using mutual funds, exchange-traded funds, individual stocks and bonds, and independent investment managers. Fortem Financial tailors its services to each client's needs and objectives.
Fee Structure
Fortem Financial charges an annual fee based on the value of your portfolio. This fee typically ranges from 0.25% to 1.75% per year, depending on the size and composition of your portfolio and the services provided. The fee is calculated based on the average daily balance of your account during the previous quarter and is paid quarterly in advance. Fees may be negotiable.