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Benjamin Kusner

Fortis Capital Advisors, LLC
26 Years of Experience
Birmingham, MI
1 Disclosure
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Benjamin Kusner is a registered investment advisor at Fortis Capital Advisors, LLC, based in Birmingham, MI, with 26 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 2,171 clients with $1.6B in assets under management.

Fortis Capital Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
69 advisors
Number of Clients
2,171 clients
Average Client Portfolio
$744K average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees are negotiable and can be structured as flat fees, fixed percentages, or tiered percentages up to a maximum of 2.50% annually.

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

Location

401 S. Old Woodward, Suite 300, Birmingham, MI, 48009

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History

Regulatory History (1)
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.
Customer Dispute
September 2011
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Fortis Capital Advisors, LLC
May 2026 - Present · 5 mos
Previous Registrations
Kmg Fiduciary Partners, LLC
January 2020 - May 2026 · 6 yrs 4 mos
Morgan StanleyBroker
November 2010 - January 2020 · 9 yrs 2 mos
Morgan Stanley
November 2010 - January 2020 · 9 yrs 2 mos
UBS Financial Services INC.Broker
February 2007 - November 2010 · 3 yrs 9 mos
UBS Financial Services INC.
February 2007 - November 2010 · 3 yrs 9 mos
Mcdonald Investments INC.
May 2003 - February 2007 · 3 yrs 9 mos
Mcdonald Investments INC.Broker
October 1999 - February 2007 · 7 yrs 4 mos
State Registrations1 state
MI
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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