Fortified Wealth offers wealth management solutions, including investment management and financial planning, to individuals and high net worth individuals. Investment management involves creating a portfolio strategy and constructing a portfolio primarily of exchange-traded funds (ETFs). Financial planning is offered to clients with at least $500,000 of assets under management or through a separate written agreement. Fortified Wealth may use sub-advisors to manage client assets.
Assets Under Management$15M
Clients66
Advisors1
Avg. per Client$230K
Avg. per Advisor$15M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.50% |
| $200K - $500K | 1.30% |
| $500K - $1.0M | 1.20% |
| $1.0M - $1.3M | 1.00% |
| $1.3M+ | Included |
The fee for assets over $1,250,001 is a fixed $12,500. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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