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Charles Crews

Fortis Capital Advisors, LLC
24 Years of Experience
Simpsonville, SC
1 Disclosure
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Charles Crews is a registered investment advisor at Fortis Capital Advisors, LLC, based in Simpsonville, SC, with 24 years of industry experience. Charles 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
70 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

125A Woodruff Place Circle, Simpsonville, SC, 29681

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History

Regulatory History (1)
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Regulatory
January 1994
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Charles works as an attorney focused on estate planning and probate work, dedicating nearly full-time hours to Crews Law Offices. He also serves as a board member for the South Carolina Transplant Foundation, spending minimal time on this non-profit organization.

Employment History
Current Registrations
Fortis Capital Advisors, LLC
November 2023 - Present · 2 yrs 11 mos
Previous Registrations
Crews Financial Advisors, LLC
July 2022 - November 2023 · 1 yr 4 mos
Arkadios CapitalBroker
April 2021 - October 2022 · 1 yr 6 mos
Wealth Management Advisors, LLC
June 2018 - October 2022 · 4 yrs 4 mos
Triad Advisors LLCBroker
May 2018 - April 2021 · 2 yrs 11 mos
Southeast Financial Advisors, LLC
January 2013 - May 2018 · 5 yrs 4 mos
Sfa Financial, LLCBroker
October 2012 - May 2018 · 5 yrs 7 mos
Ic Advisory Services, INC.
June 2006 - September 2012 · 6 yrs 3 mos
The Investment Center, INC.Broker
February 2006 - September 2012 · 6 yrs 7 mos
The Investment Center, INC.
February 2006 - October 2006 · 8 mos
Citigroup Global Markets INC.
October 2002 - February 2006 · 3 yrs 4 mos
Citigroup Global Markets INC.Broker
August 2002 - February 2006 · 3 yrs 6 mos
State Registrations1 state
SC
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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