Fortitude Financial offers investment advice tailored to each client's needs. They manage investment portfolios on a discretionary basis, meaning they can make trades without asking you first, but always in your best interest. They also offer financial planning and consulting services as a stand-alone service for clients who don't need ongoing portfolio management. Tax preparation and consulting services are available through an affiliate.
Assets Under Management$280M
Clients411
Advisors5
Avg. per Client$680K
Avg. per Advisor$56M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.50% |
| $200K - $400K | 1.40% |
| $400K - $600K | 1.30% |
| $600K - $800K | 1.20% |
| $800K - $1000K | 1.10% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.75% |
| $3M+ | 0.50% |
The firm has a small number of legacy clients who are not participating in the firm’s wrap program and are, therefore, on one of two different fee schedules. The firm does not offer any current accounts in a non-wrap format and does not offer either of the following fee schedules to new clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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