Fortitude Private Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Fortitude Private Wealth is a fee‑only advisory that provides discretionary investment management and comprehensive financial planning to individuals, high‑net‑worth clients, trusts, estates, charitable organizations and corporate/business entities. The firm also offers ERISA retirement plan services and consulting for qualified plans alongside standard planning and portfolio monitoring services.
Investment programs are tailored to clients’ stated goals, time horizons and risk tolerances and may employ fundamental, technical, charting and cyclical analyses across long‑ and short‑term strategies; the firm accepts discretionary authority to select, purchase and sell securities and can manage held‑away assets. Financial planning engagements cover a broad set of topics — taxes, estate planning, retirement income, stock option and college planning — and are provided either as fixed‑fee plans or hourly consulting.
What distinguishes the firm relative to many independent peers is its work with corporate/business clients and explicit pension consulting capabilities, including the ability to act as a limited‑scope ERISA 3(21) fiduciary or a discretionary 3(38) investment manager, with services that include participant education and assistance in selecting qualified default investment alternatives. The firm reports managing roughly $126 million for about 67 clients, documents plan‑specific exclusions for illiquid or employer‑related assets, and operates through relationships with qualified custodians for trade execution and custody.
Client services
Expertise
Occupation focus
Fee options
Financial planning fees range from $3,000 to $10,000
$0 - $249,999: 1.50% $250,000 - $499,999: 1.25% $500,000 - $749,999: 1.15% $750,000 - $999,999: 1.00% $1,000,000 - $2,999,999: 0.90% $3,000,000 - $4,999,999: 0.80% $5,000,000 - $9,999,999: 0.65% $10,000,000+: 0.50%
$300 per hour for financial consulting
Account minimum: $500,000 Fee-only: Hourly fee of $300 per hour for financial consulting; Fixed fee between $3,000 and $10,000 for financial planning
Main office
1980 E 116th St, Suite 350
Carmel IN 46032
Advisors at this office
1
Most active in
Illinois · Indiana · Ohio
Also doing business as
Fortitude Private Wealth · Fortitude Private Wealth Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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