Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.75% |
Both fee schedules have an annual fee minimum of $10,000, which may be waived or reduced at Fortis' discretion. Due to the annual fee minimum, for clients with less than $1,000,000 in assets under management, the minimum annual fee will result in a higher annual percentage rate than the charts shown above.
Fee Estimator
Location
Seattle, WA
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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.
Learn about disclosures →Other Business Activities
Arlie is the club secretary for the University Kiwanis Foundation. He also provides professional consulting and goals & money seminars under the DBA A.J. Skurdal, PhD, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Fortis Capital Management LLC
Previous Registrations
Senior Financial Advisors, INC.
Financial Network Investment Corporation
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.