Fortress Financial Partners offers investment management and financial planning services. For investment management, they discuss your goals, time frame, and risk tolerance to build a suitable portfolio, often using stocks, bonds, exchange traded funds and mutual funds. Financial planning covers estate, insurance, business, disability, investment, retirement, and education planning. Clients engage through a written agreement and can terminate at any time.
Assets Under Management$7.1M
Clients16
Advisors1
Avg. per Client$440K
Avg. per Advisor$7.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.70% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees over $2,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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