Douglas Kartsen
Douglas Kartsen is a CFA-designated registered investment advisor at Fortis Capital Advisors, LLC, based in Chester, CT, with 19 years of industry experience. Douglas 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
Chester, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Since 2016, Douglas has been a sole proprietor insurance agent, selling fixed insurance, fixed annuities, term life insurance, long-term care, disability, health, and dental insurance.
Employment History
Current Registrations
Fortis Capital Advisors, LLC
Previous Registrations
Dak Financial Services, LLC
Northstar Wealth Partners LLC
LPL Financial LLC
Stratos Wealth Partners, LTD
Edward Jones
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.
Exams
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