Roberto G Buchanan

Fortius Financial Advisors, LLC

24 Years of Experience

1 Disclosure

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

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History

Regulatory History (1)

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Customer Dispute

November 2014

Award / Judgment

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Other Business Activities

Roberto is a managing member of Nuvo Ventures, LLC, a single-purpose entity holding an investment in a private software company, requiring minimal time. He is also a managing member of Citius Ventures, LLC, an investment holding company, dedicating a few hours per week to consulting and board duties, and the Director of Sales at Axiom Financial, working full-time.

Employment History

Current Registrations

Fortius Financial Advisors, LLC

June 2004 - Present · 21 yrs 8 mos

Previous Registrations

Tamaren Investments, LLCBroker

December 2003 - April 2004 · 4 mos

Merrill Lynch Pierce Fenner & Smith INC.

October 2000 - February 2003 · 2 yrs 4 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

September 2000 - February 2003 · 2 yrs 5 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.