Assets Under Management

$127.6M

Number of Clients

410

Number of Advisors

3

Average Client AUM

$311K

AUM per Advisor

$42.5M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Fort Advisors Inc. offers asset management services on a discretionary and non-discretionary basis, providing ongoing supervision of custodial accounts. They also offer financial planning services covering financial goals, tax planning, asset allocation, risk management, and retirement planning. They may recommend third-party investment advisors and private investment funds.

Fee Structure

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
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Location

7701 San Felipe Blvd., Suite 100, Austin, TX, 78729

3 Advisors at this firm