Fortress Financial Partners provides investment management and financial planning services to individuals, families, and businesses. Fortress Financial Partners creates customized portfolios tailored to each client's specific goals, risk tolerance, and time horizon, utilizing equities, fixed income securities, exchange-traded funds, mutual funds, and other investments. Additionally, Fortress Financial Partners offers financial planning covering estate planning, insurance, retirement, education, and business goals. The firm operates on a fee-based model without account minimums or performance-based fees.
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 for portfolios over $2,000,000 are negotiable. Fees are charged quarterly in advance using a daily-rate proration method.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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