Jeffrey Siclen
Jeffrey Siclen is a CFP-designated registered investment advisor at Fortis Capital Advisors, LLC, based in Hingham, MA, with 14 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. 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
72 Sharp Street, Suite A9, Hingham, MA, 02043
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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
Jeffrey is a partner/co-owner/IAR at Fortis Capital Advisors, LLC dba LRVS Advisory Group, LLC, focusing on financial planning and wealth management full-time. He is also an agent providing fixed insurance advice, dedicating minimal time, and an owner/member of LRVS 72 Sharp, LLC (commercial real estate) and JVS Financial LLC (for tax purposes only), each requiring minimal time.
Employment History
Current Registrations
Fortis Capital Advisors, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Mcadam LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations16 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.
Exams
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