Fort Advisors INC
Assets Under Management
$127.6M
Number of Clients
410
Number of Advisors
3
Average Client AUM
$311K
AUM per Advisor
$42.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Fort Advisors Inc. offers discretionary and non-discretionary asset management services, providing ongoing supervision of custodial accounts. They may recommend third-party investment advisers (Subadvisors). They also offer financial planning services, covering financial goals, tax planning, asset allocation, risk management, and retirement planning. Private investment due diligence is offered to high-net-worth clients.
Fee Structure
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
Location
7701 San Felipe Blvd., Suite 100, Austin, TX, 78729