Leticia Santiago is a registered investment advisor at Fortis Private Wealth Advisors, LLC, based in Miami, FL, with 34 years of industry experience. Leticia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 8 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fortis Private Wealth Advisors charges a percentage of the total assets in your account each year. The management fee typically ranges between 0.30% and 2.50% per year. The fee is calculated quarterly, based on the average daily net asset value of the account. Fees and total assets used for calculating the management fee may be negotiable or waived at Fortis's discretion.
Location
6100 Blue Lagoon Drive, Suite 160, Miami, FL, 33126
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Leticia is a managing member of Vertical Integrations, LLC, a real estate consulting firm, dedicating about a quarter of her time. She also manages real estate property through Buena Vista District, LLC, spending minimal time on this activity.
Employment History
Current Registrations
Fortis Private Wealth Advisors, LLC
Previous Registrations
Insigneo Advisory Services, LLC
Insigneo Wealth Advisors, LLC
Insigneo Securities, LLCBroker
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
UBS International INC.
UBS International INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Amerisecurities Capital CORP.Broker
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.