Fortress Estate Solutions, PLLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 3, 2023. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$475/hr

“Fees for Investment Advisors for planning and consulting is currently $475 per Hour.”

Monthly fee

$75/mo

“Unpaid invoices will be charged an additional $75 per month until all outstanding charges are fully collected, along with any other collection costs, including collection agency fees, attorney’s fees and court costs.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Fortress Estate Solutions, PLLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Client’s Asset Management Advisory fees are due quarterly in advance.”
• “We invoice our annual advisory fees on a quarterly basis in advance.”
• “In the event that you wish to terminate our services, you need to contact us in writing 30 days in advance of your annual anniversary and state that you wish to terminate our services, or your contract will automatically be renewed for an additional year.”

How Fortress Estate Solutions, PLLC’s fees compare

• Its hourly rate of $475 is above the Texas median of $275. 86% of the 468 other Texas planners that publish an hourly rate charge less.
• 8 of the 10 other planners in Frisco that publish an hourly rate charge less.

About Fortress Estate Solutions, PLLC

• Firm size: 3 employees.
• Registered as an adviser: 2007 (19 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2.25% a year

Clients

135

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$50,500,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

142809

Website

fortressestatesolutions.com (opens in new tab)

Phone

(972) 325-1700

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