Stone Fortress Wealth Strategies offers financial planning and investment management services. Financial planning includes creating a detailed report on cash flow, retirement savings, asset allocation, and more. Investment management provides customized solutions through personal contact and diversified mutual funds or exchange-traded funds. Stone Fortress acts as a fiduciary, committed to loyalty and mitigating conflicts of interest.
Assets Under Management$56M
Clients28
Advisors2
Avg. per Client$2M
Avg. per Advisor$28M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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