Fortress Estate Solutions, Pllc
Fortress Estate Solutions, Pllc (CRD# 142809) is a financial advisory firm headquartered in Frisco, TX. They manage $50,500,000 in 121 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management51MILLION
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Total Number of Accounts121ACCOUNTS
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Average Account Value$417,355
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Fortress Estate Solutions, Pllc
1
Richard Jordan (CRD# 5273476) is an Investment Advisor Representative working at Fortress Estate Solutions, Pllc in Frisco, TX and has over 17 years of experience in the finance industry.
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