Fortress Investment Advisory, LLC fees and pricing
Financial planner in Clarkesville, Georgia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 5, 2021, Fortress Investment Advisory, LLC charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 5, 2021. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Investment counseling services are available and are billed at $250 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Fortress Investment Advisory, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Botts, CPA, DBA, PC, and are billed through that entity at $250 per hour.”
- “All services are billed after completion.”
How Fortress Investment Advisory, LLC’s fees compare
- Its hourly rate of $250 matches the Georgia median of $250. 32% of the 169 other Georgia planners that publish an hourly rate charge less.
About Fortress Investment Advisory, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CPA.
- Registered as an adviser: 2000 (26 years).
Planning areas mentioned in the brochure
- Tax planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 17
- Employees
- 1
- Works with
- Individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $8,500,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 126303
- Phone
- (706) 367-9866
Other planners in Georgia that publish fees
- 2ND Half Capital, LLCAlpharetta$1,000-$2,000
- Access Planning Partners, LLCAlpharetta$250/hr, $750-$7,500
- Ae Financial & Risk Management, Inc.Alpharetta$250/hr
- Aegis Capital GroupAtlanta$100-$250/hr, $1,000-$3,000
- Ages Legacy Advisors, LLCAtlanta$400/hr, $400-$5,000
- Alpha Financial Management, Inc.Savannah$2,000-$10,000/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.