James Mcginty
James Mcginty is a registered investment advisor at Fortis Capital Advisors, LLC, based in St. Petersburg, FL, with 28 years of industry experience. James 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 1,874 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fortis Capital Advisors' fees for managing your investments are negotiable and can be a flat percentage, linear percentage, or tiered percentage of your portfolio's value, but cannot exceed 2.5% annually. The exact fee schedule is agreed upon between you and your advisor. Fees are typically charged quarterly in advance, based on the portfolio value at the end of the previous quarter. You will receive 30 days' notice of any fee increases. Fees may be higher than those charged by other advisors.
Location
St. Petersburg, FL
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Regulatory History (1)
Customer Dispute
August 2009Other Business Activities
James is involved in several business activities, including Compass Wealth Solutions, LLC, JJM Wealth Solutions, LLC, and Quantimental Strategies Group, LLC, each taking nearly full-time hours. He also holds positions in The Squires Club, Inc., The Crossings Office Park, Inc., 634 North, LLC, and KTR 3332 LLC, dedicating minimal time to each.
Employment History
Current Registrations
Fortis Capital Advisors, LLC
Previous Registrations
Corient
Ci Doyle Private Wealth, LLC
PNC Investments
PNC InvestmentsBroker
Hancock Investment Services, INC.
Hancock Investment Services, INC.Broker
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wachovia Securities, LLC
First Union Brokerage Services, INC.Broker
Suntrust Securities, INC.Broker
A. G. Edwards & Sons, INC.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.