Why We Are a Fee-Only Firm.
The traditional broker/client model was built to generate revenue for investment houses and banks: the more they convinced you to trade or to purchase add-on services, the more money they made through sales commissions. Whether these transactions were appropriate for you often became a secondary concern—quantity superseded quality.
At Fortiter Wealth Management, the only fee we charge is based on the assets we manage for you. That fee brings you our personalized advice and attention, as well as fully transparent access to the best that the financial world has to offer.