Chris Gure
Typically responds within 100 hours
FOUNDING YEAR
2001
NUMBER OF EMPLOYEES
21 - 50 employees
Chris Gure's Assets Under Management (AUM)
$500M - $1B
BUSINESS AFFILIATION
Hybrid RIA/Broker-Dealer
FIDUCIARY
Yes
INVESTMENT APPROACH
Blend of both
REGISTERED INVESTMENT ADVISER?
Yes
LOCATION
-
SUPPORT
Dedicated Staff
Chris Gure
Fortress Financial Partners simplifies wealth management with a modern Family Office approach integrating investments, taxes, insurance, and estate planning all together under one roof.
Clients who would be a good fit
Our typical client is someone going through a significant wealth event, this could be a business owner selling to PE, someone who is graduating residency and seeing their income change drastically, or someone with an inheritance.
Clients who wouldNOTbe a good fit
We do not subscribe to Modern Portfolio Theory or risk-based questionnaire method of investing and are not the best fit for those that are looking for this.
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
$500,000
Client Specialties
Services Offered
Service Pricing
Percentage of Assets (AUM)
0.35% to 2%
Flat Fee/Retainer
$3,000 to $30,000
Meeting Options
In person meetings
Video meetings
Phone
Email
Client Portal/Online Platform
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
