JF
CFP

Justin Lee Fort

13 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
410 clients
Average Client Portfolio
$311K average
Assets Under Management
$127.6M

Fee Structure

Minimum Investment:None
Financial Plan Fee:$500 - $20,000
Hourly Rate:Up to $500/hr

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
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningHigh Net Worth
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Advisor Information

Office location

7701 San Felipe Blvd., Suite 100, Austin, TX, 78729

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Regulatory History (1)
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Criminal
January 2001
Final Disposition
Other Business ActivitiesSells Insurance

Justin 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.

Employment History
Current Registrations
Fort Advisors INC
February 2019 - Present · 6 yrs 11 mos
Previous Registrations
Corecap Advisors
September 2016 - November 2019 · 3 yrs 2 mos
Alphastar Capital Management, LLC
April 2014 - September 2016 · 2 yrs 5 mos
Fort Financial, INC.
June 2012 - March 2014 · 1 yr 9 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Justin Lee Fort - Financial Advisor | AdvisorDiscover