Fortrove Partners
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$5,750,064
Total clients
10
20% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
10
Average account size
$575,006
About
Fortrove Partners is a fee-only, registered investment adviser that serves a small roster of individual clients and employer plan sponsors. The firm offers one‑time and comprehensive financial planning, ongoing portfolio management, project‑based planning, retirement plan consulting for sponsors, and educational seminars or speaking engagements.
The firm tailors engagements to individual circumstances, typically managing accounts on a discretionary basis and establishing asset‑allocation targets that combine passive core strategies with selective active techniques and socially responsible (ESG) options. Its methods include fundamental, technical, cyclical, and charting analysis, regular monitoring and quarterly reviews, and allowance for reasonable client‑imposed restrictions or values‑based customizations.
What is distinctive is the combination of a solo, boutique practice (approximately $5.75 million in AUM and about ten clients) with services more commonly offered by larger firms: ongoing retirement plan consulting—provided with ERISA fiduciary considerations—and public or organization‑level educational seminars. The firm also provides narrow, project‑focused services such as employee benefits optimization and employee stock/RSU compensation reviews, which are less common among independent advisors of this size.
Client services
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Fee options
One-Time Initial Financial Planning fees range from $4,000 to $10,000; Project-Based Financial Planning fees range from $2,000 to $25,000; Educational Seminars fees range from $0 to $10,000.
$0 - $1,000,000: 1.25% $1,000,001 - $4,000,000: 1.00% $4,000,001 - $8,000,000: 0.75% $8,000,001+: 0.60%
Fee-only: Fixed fees ranging from $1,250 to $5,000 per quarter for Comprehensive Financial Planning Services for clients with limited or no investable assets; fixed fees for One-Time Financial Planning of $4,000 to $10,000; fixed fees for Project-Based Financial Planning from $2,000 to $25,000; Retirement Plan Consulting fees negotiable based on AUM with tiered percentage rates; Educational Seminars fees range from $0 to $10,000 per seminar.
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:
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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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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.
Main office location
Fortrove Partners
New York NY, United States
Number of offices
1
Forms ADV
Quick links
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