Fortino Wealth Management offers ongoing portfolio management, non-management investment advice, and project-oriented financial planning to individuals, families, and businesses. Fortino Wealth Management tailors each service to meet the specific needs and goals of the client through an initial assessment. Investment management clients can choose between having Fortino Wealth Management make trades on their behalf without asking first or retaining final approval power over transactions. Financial planning projects cover various areas such as education funding, retirement planning, estate planning, risk management, employee benefits planning, and tax planning. Anthony Fortino owns and operates the firm.
Assets Under Management$2
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$2
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...