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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-02-2024
- Office Locations
- 1
Office Locations
About Fortified Wealth
Fortified Wealth Advisors LLC is an Indiana-registered, primarily virtual RIA serving successful people over 50, including pre-retirees/retirees, business owners, and multigenerational families. The firm delivers proactive tax mitigation, retirement income and legacy planning, charitable strategies, and ongoing portfolio management (primarily ETF-based). Notable: flat-fee pricing for accounts over $1.25M and a Blueleaf client portal.
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Owner & Executives
EDWARD ANTHONY BAILS
Advisor, Chief Compliance Officer, President
- CRD
- #2898766
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,603,473 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,603,473 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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