Fortify Financial provides both portfolio management and financial planning services. Financial planning includes special needs planning, business exit planning, and retirement planning. Portfolio management is discretionary, allowing Fortify to make trades without client approval. Fortify focuses on exchange traded funds but may use other securities to diversify portfolios.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $6.0M | 0.75% |
| $6M+ | 0.75% |
Fees are negotiable, especially for accounts over $6,000,000. Once a fee tier is reached, the fee is flat all the way to the first dollar.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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