Fortress Capital Advisors provides comprehensive financial planning and investment portfolio management for individuals, families, and business owners. The firm assists clients with cash flow analysis, budgeting, retirement planning, college education funding, tax-efficient investment strategies, risk management, estate planning, and divorce financial planning. Fortress Capital Advisors operates as a registered investment advisor legally required to act in your best interest. Portfolios are managed using active, passive, or core-and-satellite investment strategies tailored to each client's specific goals, time horizon, and risk tolerance. The firm also hosts complimentary educational workshops on personal finance and investing topics.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $1.7M | 0.75% |
| $1.7M+ | 0.35% |
Subject to a $7,500 minimum annual fee. Fees are negotiable.
