Fort Henry Capital, Llc

Fort Henry Capital, Llc

Wheeling, West Virginia

5.0

1 Review

Fort Henry Capital, LLC is a small investment advisory firm based out of Wheeling, WV. With a single office, they specialize in providing investment advisory services. With a team of two dedicated professionals, Fort Henry Capital, LLC manages an average of approximately $97,350,000 in assets per investment advisor, which aligns with the industry average. Their compensation structure is diverse, including a percentage of assets under management, fixed fees, and hourly charges. A notable aspect of Fort Henry Capital, LLC's portfolio is their expertise in employer 401Ks and individual investment management, which collectively repre...see more

Assets Under Mgmt

$194.7M

Investment Professionals

2

Locations

0

% 401K & Individual

38%

% Discretionary

98%

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
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Reviews for Fort Henry Capital, Llc

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