Derek Boles is a registered investment advisor at Fortis Advisors, LLC, based in Wayne, PA, with 14 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 83 clients with $510M 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 $2.5M | 1.00% |
| $2.5M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees for non-affiliated private investments in both real estate and non-real estate are charged a flat fee based on the most recent value provided by the manager and are negotiable depending on the level of due diligence required. There are also some accounts that pay a flat fee and others that may have no fee associated with them due to specific account circumstances. Under certain circumstances this fee may be negotiable. Accounts of members of the same household may be aggregated for purposes of determining the management fee. Some employees and their family members may have accounts which pay a discounted fee.
Fee Estimator
Location
656 E. Swedesford Road, Suite 330, Wayne, PA, 19087
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2009Other Business Activities
Derek is the Chief Executive Officer of Fortis Partners LLC, a family office providing accounting and tax services. As CEO, Derek oversees business operations, business development, and overall decisions, dedicating significantly more than full-time hours to this role.
Employment History
Current Registrations
Fortis Advisors, LLC
Previous Registrations
Ssn Advisory, INC.
State Registrations2 states
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.