Plantation, FL Office

Fortitude Advisory Group L.L.C. provides investment advisory and financial planning services primarily to individuals and their retirement trusts, as well as to pension and profit‑sharing plans, charitable organizations and some businesses. Like many team firms, it offers portfolio management and financial planning and generally charges asset‑based (percentage‑of‑AUM) fees.

Services are delivered through a network of Financial Advisors who manage accounts on a discretionary or non‑discretionary basis, recommend or select third‑party money managers (including portfolio strategists and portfolio managers), and can provide overlay services. The firm also supports held‑away account reporting through Pontera and, under its DBA Aperture Advisors, has negotiated performance‑based fee arrangements for a limited number of qualified clients subject to high‑water marks.

Fortitude’s organizational structure includes multiple DBAs and affiliated entities (including a related adviser, P3 Asset Management, and ownership by Sound Wealth Partners), and it operates from more than five offices—features that are less common among similarly sized team firms. The brochure also discloses that some Financial Advisors maintain broker‑dealer or insurance roles, that advised‑mutual‑fund relationships and endorsers are part of its referral model, and that it does not generally focus on high‑net‑worth clients while a small subset of accounts are subject to performance‑based compensation.