Fortrove Partners provides financial planning and investment management services to individuals and high-net-worth individuals. They offer one-time financial plans, comprehensive financial planning (including investment management), and project-based financial planning. Fortrove Partners also provides retirement plan consulting to employer plan sponsors and educational seminars. They are a fee-only firm, meaning they only get paid by their clients.
Assets Under Management$5.8M
Clients10
Advisors1
Avg. per Client$580K
Avg. per Advisor$5.8M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $4.0M | 1.00% |
| $4.0M - $8.0M | 0.75% |
| $8M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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