Fortress Wealth Group offers customized investment solutions and financial planning to individuals, high net worth individuals, corporations, and charitable organizations. Fortress acts as a fiduciary, prioritizing client interests and mitigating conflicts. Services include investment management using ETFs, mutual funds, and individual stocks, as well as financial planning covering cash management, tax savings, insurance, and retirement planning. Fortress may also recommend unaffiliated investment managers or platforms.
Fee Structure
Fortress Wealth Group's investment management fees range from 0.75% to 2.00% annually, based on factors like service complexity, assets managed, and the overall client relationship. Fees are paid monthly, in advance, based on the market value of assets at the end of the prior month. Clients may also implement their investment portfolios through Betterment Institutional, which charges an additional wrap fee of up to 0.20% annually, and Fortress charges 1.00% annually on top of that.