Dieter Drews is a registered investment advisor at Fortis Capital Management LLC, based in Burlington, WA, with 24 years of industry experience. Dieter 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 489 clients with $780M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiated and Fortis has the discretion to charge certain clients different fees. Due to the annual fee minimum, for clients with less than $1,000,000 in assets under management, the minimum annual fee will result in a higher annual percentage rate.
Fee Estimator
Location
1912 S Burlington Blvd., Suite A, Burlington, WA, 98233
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Dieter owns Glacier Holdings LLC/Glacier Sports, a sporting goods business, dedicating a few hours per week. He also owns Prism Tax and Accounting Services, LLC, a tax and accounting services firm, spending about 10-20% of his time overseeing business activities.
Employment History
Current Registrations
Fortis Capital Management LLC
Prism Capital Management
Previous Registrations
Charles Schwab & CO., INC.
State Registrations1 state
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