Fortress Family Asset Management LLC

Overview

Fortress Family Asset Management LLC is an independent RIA organized as an LLC that serves individual and family clients. The firm combines advisory services—financial planning and portfolio management for individuals and small businesses—with a licensed insurance brokerage practice. Its fee menu is flexible, including percentage-of-AUM fees, hourly and fixed fees, and commission-based arrangements. Fortress does not describe itself as an ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives