Meridith Hutchens
Meridith Hutchens is a registered investment advisor at Fortis Portfolio Solutions, LLC, based in Chicago, IL, with 28 years of industry experience. Meridith 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 98 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fortis Portfolio Solutions manages investment portfolios for individual clients, charging a percentage of the value of the investments. The specific fee is outlined in the client's investment management agreement and is negotiable. The fee will not exceed 2.00% of the value of your portfolio. Fees are deducted from client accounts.
Location
200 E. Randolph St, Suite 5100, Chicago, IL, 60601
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Regulatory History (1)
Customer Dispute
June 2001Other Business Activities
Meridith is a Managing Partner at Fortis Consulting, LLC, consulting on best practices for RIA firms, dedicating about 10-20% of her time. She is also President of Crossroads Advisory Group, a fee-based IAR, taking about half of her time.
Employment History
Current Registrations
Fortis Portfolio Solutions, LLC
Previous Registrations
Corecap Investments, LLCBroker
Corecap Advisors
Polaris Greystone Financial Group, LLC
Financial Advisers of America, LLCBroker
Financial Advisers of America, LLC
Crossroads Advisory Group
Crossroads Advisory Group
Securities America Advisors, INC.
Securities America, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Planco Financial Services, INC.Broker
The Huntington Investment CompanyBroker
First Chicago Nbd Investment Services, INC.Broker
Invest Financial CorporationBroker
Ameristar Capital Markets, INC.Broker
Rauscher Pierce Refsnes, INC.Broker
State Registrations4 states
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.