Fortitude Wealth Management provides investment advice and manages investment portfolios for clients based on their individual needs. They develop a personal investment policy and manage a portfolio based on that policy. As part of the investment management process, Fortitude Wealth Management may also provide financial planning services, which include a comprehensive evaluation of a client's current and future financial state.
Assets Under Management$50M
Clients68
Advisors1
Avg. per Client$730K
Avg. per Advisor$50M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.70% |
Fees may be negotiable on a client-by-client basis. Discounts may be offered to family members and friends of associated persons.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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