Fortitude Family Office provides investment management and financial advice to high-net-worth individuals, families, and related entities. Services include creating tailored investment portfolios, wealth management, and family office services such as cash management, tax planning, and estate coordination. Fortitude collaborates with clients to create personalized Investment Policy Statements and offers both discretionary and non-discretionary management.
Fee Structure
Fortitude Family Office's investment management fees are based on a percentage of your portfolio, ranging from 0.15% to 1% per year. The fee is charged quarterly in advance, based on the average daily value of your account from the prior quarter. Fees are negotiable and may vary based on factors such as the complexity of services and existing relationships.