Fortitude Advisory Group L.L.C.
Assets Under Management
$416.9M
Number of Clients
654
Number of Advisors
15
Average Client AUM
$637K
AUM per Advisor
$27.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Fortitude Advisory Group offers investment advisory services tailored to clients' goals, risk tolerance, and time horizons. Services include Financial Advisor directed accounts, Third-Party Money Manager accounts, company-sponsored retirement plan advisory, and financial planning. They may also provide advice on alternative investments.
Fee Structure
Fortitude charges a portfolio management fee based on assets under management, with a maximum of 2.2% per year. Fees are negotiable. Clients may also incur reporting, administrative, and technology fees (up to 0.10% and 0.15% annually, respectively). Financial planning fees are charged as a flat dollar amount, a percentage of assets under advisement, or an hourly fee, based on complexity. AFM Investments may charge a financial planning fee based on the amount of assets contributed to an account.
Areas of Practice
Location
7195 Wagner Way, Suite 104, Gig Harbor, WA, 98335