Fortress Wealth Planning (FWP) offers investment management and financial planning services. Their Comprehensive Financial Life Management service includes both investment management and ongoing financial planning, tailored to individual client needs. FWP also provides standalone financial planning services. They may utilize third-party investment advisors and offer a wrap fee program. FWP works with individuals, high-net-worth individuals, charitable organizations, and corporations.
Assets Under Management$620M
Clients135
Advisors5
Avg. per Client$4.6M
Avg. per Advisor$120M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| $0K - $2.0M | 1.25% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fees may be negotiable for accounts invested 100% in fixed income. Minimum annual fee of $7,500. For Client Households with $600,000 or less in assets under our management, the minimum annual fee will be greater than 1.25%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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