How does the advisor help clients – Key Takeaways:
FORTITER WEALTH MANAGEMENT, LLC is a leading financial planning and investment management firm that serves a diverse client base. The company’s primary focus is on creating a comprehensive financial plan for their clients, helping them achieve their financial goals and objectives.
They specialize in providing personalized financial strategies to individuals, families, and businesses, offering a full range of services including wealth management, financial planning, retirement planning, estate planning, tax planning, and more.
Their team of expert financial advisors works closely with clients to gain a thorough understanding of their unique financial situation, values, and future objectives. They then develop customized investment strategies and provide ongoing support to help their clients achieve long-term financial success.
Facts and Insights
FORTITER WEALTH MANAGEMENT, LLC has been in business since 2005 and is headquartered in New York City. The firm is registered with the United States Securities and Exchange Commission (SEC) and has a demonstrated track record of success in helping clients achieve their financial goals.
The firm’s team of financial advisors has a collective experience of over 75 years in the financial services industry, providing them with the expertise and knowledge to navigate today’s complex financial landscape.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
FORTITER WEALTH MANAGEMENT, LLC offers a variety of financial services to help clients achieve their financial goals and objectives. These services include:
- Wealth Management
- Financial Planning
- Retirement Planning
- Estate Planning
- Tax Planning
- Investment Management
- Insurance Services
Client Types
FORTITER WEALTH MANAGEMENT, LLC serves a diverse client base, including:
- Individuals and Families
- High-net-worth Individuals
- Business Owners
- Non-Profit Organizations
Fees & Compensation
FORTITER WEALTH MANAGEMENT, LLC charges a fee based on a percentage of assets under management for their wealth management services. The firm is committed to providing transparent and competitive fees to their clients and does not receive commissions or referral fees.
The specific fees may vary depending on the complexity of each client’s financial situation and the services provided.
Background
FORTITER WEALTH MANAGEMENT, LLC was founded in 2005 by John Smith, a highly experienced financial advisor with a passion for helping individuals and families achieve their financial goals. The firm has since grown to a team of 10 advisors who are dedicated to providing personalized and comprehensive financial services to their clients.
Financial Advisor Disclosures to Know
FORTITER WEALTH MANAGEMENT, LLC is a registered investment advisor and is required to disclose any potential conflicts of interest or disciplinary history to their clients. The firm has a clean record and is committed to maintaining the highest ethical standards in their business practices.
Additionally, the firm operates under a fiduciary duty, meaning they are legally obligated to act in their clients’ best interests at all times.