Fortress Family Asset Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$177,630
Clients
3
0% high-net worth
Advisors
1
of 1 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
3
Very LowAverage account size
$59,210
About
Fortress Family Asset Management LLC provides discretionary portfolio management and financial planning to individual and business clients, offering ongoing asset management alongside comprehensive and consultation-style planning services. The firm reports managing roughly $178,000 for a very small number of clients and does not require a minimum account size to open or maintain an account.
The firm’s investment process combines top-down macroeconomic regime analysis with bottom-up technical analysis to implement dynamic asset allocation across equities, fixed income, and cash, with cash treated explicitly as an asset class and able to comprise a substantial defensive allocation in certain regimes. Portfolios are customized within regime-based allocation bands to reflect each client’s goals and risk tolerance, and the firm operates with discretionary trading authority to implement timely allocation shifts.
Noteworthy distinctions include that the adviser is a licensed insurance producer who spends a portion of time selling insurance products and that representatives receive external commissions for such sales, a practice the brochure identifies as a potential conflict of interest. The firm’s very small scale and the principal’s prior military Special Forces medical background are additional atypical features that may shape its service approach.
Client services
Financial planning
Portfolio management
Expertise
Retirement income strategy
Social Security optimization
Income planning
Tax-loss harvesting
Occupation focus
Military & Veterans
Demographic focus
Mid-Career Professionals
Fee options
Fixed fee of $1,500 - $5,000 for comprehensive financial plans based on complexity and client needs.
$0 - $250,000: 1.50% annually $250,000.01 - $500,000: 1.25% annually $500,000.01 - $1,000,000: 1.00% annually $1,000,000.01 - $2,000,000: 0.90% annually $2,000,000.01 - $5,000,000: 0.75% annually $5,000,000.01+: 0.50% annually
Investment Advisor Representatives receive commissions from sales of insurance products as licensed insurance agents.
Standard hourly fee of $250 per hour for consultation services, may be negotiable.
Fee-only: Fixed fee $1,500 - $5,000 for comprehensive financial plans; $250/hour for consultation services (hourly fee may be negotiable).
Main office location
Fortress Family Asset Management LLC
Colorado Springs CO, United States
Number of offices
1
Most active in
Fortress Family Asset Management LLC has reported serving >5 clients in these states in the last 12 months.
Colorado
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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.
Forms ADV
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