Chad Joshpe
Chad Joshpe is a CFP, ChFC-designated registered investment advisor at Fortis Capital Advisors, LLC, based in North Sutton, NH, with 21 years of industry experience. Chad 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
North Sutton, NH
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2010Other Business ActivitiesSells Insurance
Chad is involved in several outside business activities. He sells life, accident, health, and fixed annuities, spends a few hours per week as a motivational speaker/coach, is a farmer/owner of a family farm and rental property, and coaches youth sports for Kearsarge Regional School.
Employment History
Current Registrations
Fortis Capital Advisors, LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
National Securities CorporationBroker
State Registrations1 state
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.