Keith Jaworski is a CFA-designated registered investment advisor at Fortis Capital Advisors, LLC, based in Bradenton, FL, with 15 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 1,874 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fortis Capital Advisors' fees for managing your investments are negotiable and can be a flat percentage, linear percentage, or tiered percentage of your portfolio's value, but cannot exceed 2.5% annually. The exact fee schedule is agreed upon between you and your advisor. Fees are typically charged quarterly in advance, based on the portfolio value at the end of the previous quarter. You will receive 30 days' notice of any fee increases. Fees may be higher than those charged by other advisors.
Location
Bradenton, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Keith is a member of KKJ, LLC, a real estate investment company, spending a few hours per week on it. He is also a member of Quantimental Strategies Group, LLC, the parent company of his investment practice's marketing brand, dedicating nearly full-time hours to it, and the owner of Quantimental Investments, LLC, an investment banking referral business, spending minimal time on it.
Employment History
Current Registrations
Fortis Capital Advisors, LLC
Previous Registrations
Quantimental Investments LLC
Doyle Wealth Management, INC.
Patton Albertson Miller Group, LLC
Patton Albertson Miller Group, LLC
Patton Albertson & Miller LLC
Alpha Asset Management, LLC
Falcon Asset Management, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.