Fort Advisors is a registered investment advisor located in Austin, Texas, owned and controlled by Justin Lee Fort. The firm offers asset management on both a discretionary and non-discretionary basis, frequently recommending third-party money managers to handle day-to-day portfolio trading while maintaining ongoing oversight and annual client reviews. Fort Advisors also provides financial planning and consulting services covering tax planning, asset allocation, risk management, and retirement planning. In addition, the firm offers private investment due diligence for qualified clients. Fort Advisors operates with a focus on tailoring strategies to individual client investment policy statements, while also disclosing potential conflicts of interest related to insurance product sales and retirement plan rollovers.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Asset management fees range from 0 to 2.50% annually, billed monthly in arrears based on the daily average account value.