Fortified Wealth Strategies provides financial planning and investment advice to individuals, families, and businesses. Financial planning covers areas like retirement, tax, estate, and education savings. For investment management, Fortified Wealth Strategies recommends investment strategies, but clients make the final decisions. Fortified Wealth Strategies uses SEI Investments Management Corporation for investment services and SEI Private Trust Company as custodian.
Assets Under Management$43M
Clients29
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$43M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for accounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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