Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fort Advisors charges an annual asset management fee based on the total assets under management, calculated using the average daily balance. Financial planning fees are negotiable, ranging from hourly rates up to $500 per hour to fixed fees between $500 and $20,000, depending on complexity and scope. The firm may waive financial planning fees if you engage their asset management services. Clients receiving private investment due diligence services will be charged a fee ranging from 0.50% to 1.00% of the total assets Fort Advisors recommends that the client invest.
Areas of Practice
Advisor Information
Office location
4200 Hulen Street, Suite 620, Fort Worth, TX, 76109
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sam is the president of Regency Wealth Advisors, where he sells life, health insurance, and fixed annuities. This non-investment related activity takes about a quarter of his time, including time during trading hours.