Fortitude Family Office

Fortitude Family Office, LLC is a registered investment adviser founded in 2021, providing investment management and financial advice primarily to high-net-worth individuals, families, trusts, charitable organizations, and other clients. The firm manages over $640 million in assets under management, offering tailored investment management services, wealth management, and family office services. Fortitude's investment strategies focus on risk-based diversification across asset classes and investment types, with a commitment to long-term investing. Clients have the flexibility to set restrictions on their accounts and receive ongoing communication and performance reviews. The firm charges asset-based fees ranging from 0.15% to 1% per annum, fixed fees, and hourly fees. Fortitude acts as a fiduciary, putting clients' interests first and avoiding conflicts of interest. The firm exercises investment discretion with clients' written agreement and votes on client securities when applicable. Fortitude has no disciplinary events and maintains financial stability to meet its commitments to clients. Clients receive regular account reviews and statements, with transparency on fees and compensation practices.