Glenn Steven Freed

PFS

Fortress Wealth Management, INC.

16 Years of Experience

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Firm Information

Fortress Wealth Management, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

4 advisors

Number of Clients

274 clients

Average Client Portfolio

$983K average

Assets Under Management

$269.3M

Fee Structure

Minimum Investment:None

Financial Planning:Included in AUM fee

Financial Plan Fee:$500 - $10,000

Hourly Rate:$250 - $400/hr

Compensation for investment management is an annual fee based on a percentage of assets under management, ranging from 0.25% to 1.00%. Fees may be negotiable. Fixed fees may be considered instead of asset-based fees. Standalone financial plans range from $500 to $10,000. Hourly fees for financial planning and investment consulting range from $250 to $400.

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Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth

Advisor Information

Office location

9696 Culver Blvd Suite 301, Culver City, CA, 90232

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Regulatory History

Clean regulatory record

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.