Fortress Capital offers investment management using separately managed accounts and financial planning services. Investment management is discretionary, using a single investment strategy. Financial planning includes reviewing investments in non-discretionary accounts like employer-sponsored 401(k) plans. Fortress Capital focuses on long-term capital growth through fundamental analysis of securities.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Fortress Capital charges different fees based on whether you're considered a 'qualified client' or not.
- Qualified Clients: Pay a performance-based fee equal to 10% of the annual profits in your account, excluding any contributions made during the year. This fee is only charged if your account value is higher than its previous high point.
- Non-Qualified Clients: Pay an annual management fee of 1% of the ending value of your account.
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