Fortitude Private Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$126,474,970
Clients
67
66% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
67
Very HighAverage account size
$1,887,686
About
Fortitude Private Wealth is a fee‑only financial planning and discretionary investment management firm that serves individuals, high‑net‑worth clients, trusts, estates, charitable organizations and employer retirement plans. The firm manages roughly $126 million for about 67 clients and provides management both for accounts at its chosen custodian and for held‑away assets held elsewhere.
The firm’s process begins with an initial net worth and risk assessment and uses a documented investment policy to deliver ongoing discretionary portfolio management tailored to client objectives. Investment methods draw from fundamental, technical, charting and cyclical analysis and may include long‑ and short‑term strategies, options, private placements and indirect exposure to cryptocurrencies; the firm also offers financial planning on a fixed‑fee or hourly basis.
Distinctive features include the combination of individual wealth management with ERISA plan services that can be provided as either limited 3(21) advice or as a full discretionary 3(38) investment manager for retirement plans, and the explicit practice of managing held‑away assets. The firm is fee‑only, recommends a primary custodian (Schwab) while disclosing receipt of custodial economic benefits, and does not vote client proxies (clients receive proxy materials directly).
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Equity compensation tax strategy
Retirement income strategy
Occupation focus
Founder/Business Owner
Executive
Fee options
Financial planning fees between $1,500 and $5,000
$0 - $249,999: 1.50% $250,000 - $499,999: 1.25% $500,000 - $749,999: 1.15% $750,000 - $999,999: 1.00% $1,000,000 - $2,999,999: 0.90% $3,000,000 - $4,999,999: 0.80% $5,000,000 - $9,999,999: 0.65% $10,000,000+: 0.50%
$250 per hour for financial consulting services
Account minimum: $500,000 Fee-only: Hourly fees at $250 per hour; Fixed fees for financial planning between $1,500 and $5,000
Main office location
Fortitude Private Wealth
1980 E 116 Th St, Suite 350
Carmel IN 46032, United States
Number of offices
1
Most active in
Fortitude Private Wealth has reported serving >5 clients in these states in the last 12 months.
Illinois · Indiana · Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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