Marc Instrum
Marc Instrum is a CFP-designated registered investment advisor at Fortis Capital Advisors, LLC, based in Hingham, MA, with 13 years of industry experience. Marc 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 St Ste 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
Marc is an investment advisor representative (IAR) with Fortis Capital Advisors, dedicating full-time hours to financial planning and wealth management. He also provides fixed insurance advice, spending minimal time on this activity.
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 Registrations7 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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