Fortress Family Asset Management LLC
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Fortress Family Asset Management (FFAM) provides ongoing investment portfolio management based on your individual financial goals and risk tolerance. FFAM uses a dynamic asset allocation strategy based on economic conditions. FFAM also offers financial planning and consulting services, including comprehensive financial plans and assistance with individual financial topics.
Assets Under Management$180K
Clients3
Advisors1
Avg. per Client$59K
Avg. per Advisor$180K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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