James D Zahakos

Fortis Group Advisors LLC

12 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Fortis Group Advisors LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

26 advisors

Number of Clients

2,780 clients

Average Client Portfolio

$288K average

Assets Under Management

$799.6M

Fee Structure

Minimum Investment:$50K

Location

101 Crawfords Corner Road, Suite 4125, Holmdel, NJ, 07733

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History

Regulatory History

Clean regulatory record

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.

Other Business ActivitiesSells Insurance

James is involved in several business activities, including Fortis Wealth Group, MJPM LLC, The Fortis Agency LLC (selling insurance), Egbert Square LLC (real estate), Fortis Group Advisors LLC (investment advisory), Christopher Edwards Financial Associates LLP, S4 Search Partners (recruiting). He dedicates a significant amount of time to Fortis Wealth Group, Christopher Edwards Financial Associates LLP, and S4 Search Partners, while spending about a quarter of his time on The Fortis Agency, LLC and a few hours per week on Egbert Square, LLC.