Fortify Wealth, Inc.
St. Louis, Missouri
5.0
3 Reviews
Fortify Wealth, Inc., a reputable investment advisory firm based out of St. Louis, MO, is dedicated to managing assets and providing expert financial guidance. With over 40 individual clients, Fortify Wealth oversees an impressive $101,394,000 in assets under management. While employer funds make up the majority of their assets, they also handle 401K and individual accounts. Boasting one office location, Fortify Wealth focuses on discretionary management, ensuring that 100% of the assets they handle are under their careful supervision. Specializing in high net worth individuals, the firm offers a range of compensation structures,...
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Assets Under Mgmt

$101.39M

Investment Professionals

3

Locations

0

% 401K & Individual

15%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Educational seminars/workshops
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