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Jeff Bollinger

Fortius Financial Advisors, LLC
32 Years of Experience
Salt Lake City, UT
2 Disclosures
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Jeff Bollinger is a registered investment advisor at Fortius Financial Advisors, LLC, based in Salt Lake City, UT, with 32 years of industry experience. Jeff operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management, Retirement Planning. Their firm serves 66 clients with $11M in assets under management.

Fortius Financial Advisors, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
66 clients
Average Client Portfolio
$164K average
Assets Under Management
$10.9M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1M+1.00%

Fees for portfolios over $1,000,000 are negotiable. Minimum annual fee is $1,000 per account.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

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

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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 ReportHow 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 · 23 yrs 2 mos
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
December 2002 - July 2003 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2002 - July 2003 · 7 mos
Strategic Advisers INC.
July 1999 - November 2002 · 3 yrs 4 mos
Fidelity Brokerage Services LLCBroker
April 1994 - November 2002 · 8 yrs 7 mos
State Registrations1 state
UT
Advisor

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.

Exams
No exam information available for this advisor.
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