Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Fortrove Partners is a fee-only, independent investment adviser serving individuals, high-net-worth clients, and employer plan sponsors. The firm provides one-time, comprehensive, and project-based financial planning, discretionary investment management, retirement plan consulting, and educational seminars or speaking engagements.
The firm’s investment work blends asset-allocation and passive management with a range of analytical methods—fundamental, technical (including cyclical and charting), and mutual fund/ETF analysis—and can incorporate socially responsible (ESG) approaches when requested. Clients receive written financial plans, ongoing monitoring, and quarterly account reviews, and the firm may trade on a discretionary basis within client-imposed restrictions.
Noteworthy for an adviser of its size, the firm offers retirement plan consulting to plan sponsors—providing ERISA fiduciary services, participant education, fee analysis, and vendor searches—which is a service relatively uncommon among small independent advisers. It also regularly delivers educational seminars (fee range $0–$10,000, offered virtually or in person) and operates as a small practice managing several million dollars for a limited client base, led by a principal with CFP certification and additional business-analytics training.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$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 for One-Time Initial Financial Planning $4,000 to $30,000; Comprehensive Financial Planning Fixed Fee $1,250 to $25,000 per quarter (suitable for clients with limited or no investable assets); Project-Based Financial Planning $2,000 to $30,000; Educational Seminars $0 to $10,000 per seminar
Main office
New York NY
Advisors at this office
1
Most active in
New York
Also doing business as
Fortrove Partners · Fortrove Partners LLC
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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