Choose Your Investment Service

Select the plan that fits your investment needs

Fortemax Automated Portfolios

$0
No advisory fees

Perfect for self-directed investors

  • $1,000 minimum investment
  • Automated portfolio rebalancing
  • Diversified ETF portfolios
  • Tax-loss harvesting ($50k+ accounts)
  • Dividend reinvestment
  • 5-20% cash allocation control
  • Multi-broker support (Alpaca & Schwab)
  • Dedicated financial advisor
  • Monthly portfolio reviews
  • Personalized tax strategies
MOST POPULAR

Fortemax Automated Portfolio Premium

0.25%
per year

$10,000 minimum - Everything in Basic, plus:

  • $10,000 minimum investment
  • All Basic features included
  • Dedicated professional financial advisor
  • Monthly portfolio reviews & recommendations
  • Personalized tax optimization strategies
  • Priority customer support
  • Advanced portfolio customization
  • Quarterly market insights & strategy updates
  • Unlimited advisor consultations

Basic has NO fees. Premium charges 0.25% annually on assets under management ($10,000 minimum) and includes dedicated advisor access.