Fortress Wealth Management, INC.
Assets Under Management
$269.3M
Number of Clients
274
Number of Advisors
4
Average Client AUM
$983K
AUM per Advisor
$67.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Fortress Wealth Management offers financial planning and investment management services, including customized financial plans and ongoing advice. Investment strategies primarily utilize mutual funds and ETFs, with potential inclusion of individual equities and bonds. They also provide investment consulting and financial planning on an hourly or fixed-fee basis and may recommend third-party separate account managers.
Fee Structure
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.
Areas of Practice
Location
9696 Culver Blvd Suite 301, Culver City, CA, 90232