Fortress Investment Services, Ltd
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$44,570,000
Clients
87
28% 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
87
Very HighAverage account size
$512,299
About
Fortress Investment Services, Ltd. provides investment advisory services focused on the selection and strategic allocation of mutual funds for individuals, sole proprietorships, partnerships, corporations, trusts, and non-profit organizations. The firm also offers income tax planning and tax preparation services to certain clients.
The firm’s investment process emphasizes analysis of prior fund performance in both up and down markets, fundamental review of fund holdings, and technical analysis and charting to help time purchases and sales; holdings may be short-term or multi-year depending on market conditions and client goals. Fortress generally uses no‑load and low‑load mutual funds and will monitor variable annuity and variable life contracts for advisory purposes, though it does not sell those products.
Distinctive for its peer group, the firm combines investment management with tax planning and preparation, drawing on the principal’s formal accounting and tax-practice background to inform client advice. The adviser maintains online access to client fund accounts to facilitate reallocations within fund families and provides regular reporting, while clients retain custody of and responsibility for voting their securities.
Client services
Portfolio management
Expertise
Passive / index investing
Fee options
$0 - $100,000: up to 2.50% annually over $100,000+: negotiable
Hourly rate for tax services as agreed with client prior to work
Main office location
Fortress Investment Services, Ltd
Eden Prairie MN, United States
Number of offices
1
Most active in
Fortress Investment Services, Ltd has reported serving >5 clients in these states in the last 12 months.
Minnesota
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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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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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