Fortify Financial Group (FFG, LLC) provides ongoing portfolio management services tailored to individual client goals and risk tolerance. These services include investment strategy, asset allocation, portfolio monitoring, rebalancing, and asset selection. FFG, LLC also offers financial planning, including retirement, investment, insurance, tax, education, estate, and philanthropic planning. Tax preparation is available as a separate service. FFG, LLC primarily advises on mutual funds and ETFs, but may advise on individual stocks and bonds.
Assets Under Management$15M
Clients76
Advisors1
Avg. per Client$190K
Avg. per Advisor$15M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
Fees shown are for accounts custodied at Schwab. For accounts custodied at Betterment, Betterment charges an additional 0.14%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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