Jeff Michael Bollinger

Fortius Financial Advisors, LLC

31 Years of Experience

2 Disclosures

View SEC Summary

Areas of Practice

Investment Management

Fortius Financial Advisors, LLC

Compensation

Fee-Only (AUM)

Firm Size

4 advisors

Number of Clients

68 clients

Average Client Portfolio

$158K average

Assets Under Management

$10.8M

Fee Structure

Minimum Investment:$250K

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	1.00%
$1M+	1.00%

Fees negotiable for accounts over $1,000,001.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$1,000

Location

4001 South 700 East, Suite 554, Salt Lake City, UT, 84107

Get directions

History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

August 2016

Final

Customer Dispute

November 2014

Award / Judgment

View Full SEC Report How to Read Disclosures

Other Business Activities

Jeff is a managing member or president of several LLCs and corporations, including Nuvo Ventures, Citius Ventures, Bollinger Investments Inc., Fortius Capital Management, JMB Family Holding Co, Nuvo Your Water, Custom Travel Holdings, Motion Sound Amplifiers, Amplified Investments, and Quail Creek Capital. These entities are primarily for investment, holding assets, consulting, and product marketing, taking up a few hours per week to nearly full-time.

Employment History

Current Registrations

Fortius Financial Advisors, LLC

August 2003 - Present · 22 yrs 6 mos

Fidelity Brokerage Services LLCBroker

April 1994 - November 2002 · 8 yrs 7 mos

State Registrations2 states

FLUT

Advisor

Exams

No exam information available for this advisor.