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Fortress Financial Solutions, LLC

Headquartered in TUCSON, AZ

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Firm Information

Fortress Financial Solutions, LLC is an investment advisor with 6 investment advisor representatives. The firm has approximately $120,793,268 in regulatory assets under management. Fortress Financial Solutions, LLC provides financial planning and portfolio management for individuals. The firm has a total of 665 client accounts, with 45 high-net-worth individuals, 206 individuals other than high-net-worth, and 6 pension and profit-sharing plans.

Fortress Financial Solutions, LLC

$120.79M

Assets Under Management

2

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

FORTRESS FINANCIAL SOLUTIONS, LLC has a total of 1 branch locations across the country.

Advisors at Fortress Financial Solutions, LLC

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Disclosures

There are no public disclosures for Fortress Financial Solutions, LLC.

Frequently Asked Questions (5)

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