Fortress Financial Management (FFM) provides financial planning and investment management services to individuals, small business owners, and retirement plans for small business owners. FFM offers customized financial plans covering investment strategies, insurance, retirement, and taxes. They also manage investment portfolios using a discretionary arrangement, focusing on high-quality equities and fixed-income securities with a long-term buy-and-hold strategy.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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