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.
7701 San Felipe Blvd., Suite 100, Austin, TX, 78729
Get directionsJustin is a principal/agent at Amicord LLC, a non-investment-related insurance agency, dedicating about 10-20% of his time. He is also a member of Cake Partnership, LLC, which supports insurance agents and agencies, but spends minimal time on this activity. Justin is also the President of Fort Wealth Management.