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James Zahakos

Fortis Group Advisors LLC
13 Years of Experience
Holmdel, NJ
BrokerSells Insurance
View SEC Summary
View SEC Summary

James Zahakos is a registered investment advisor at Fortis Group Advisors LLC, based in Holmdel, NJ, with 13 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 2,604 clients with $820M in assets under management.

Fortis Group Advisors LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
2,604 clients
Average Client Portfolio
$316K average
Assets Under Management
$822.4M

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Maximum investment advisory fee is 1.75%. Fees are negotiable and may vary based on account size, portfolio complexity, and account activity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

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.

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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.

Employment History
Current Registrations
Fortis Group Advisors LLC
April 2020 - Present · 6 yrs 6 mos
LPL Financial LLCBroker
March 2020 - Present · 6 yrs 7 mos
Previous Registrations
Voya Financial Advisors, INC.
January 2017 - April 2020 · 3 yrs 3 mos
Voya Financial Advisors, INC.Broker
January 2017 - April 2020 · 3 yrs 3 mos
Edward Jones
November 2013 - January 2017 · 3 yrs 2 mos
Edward JonesBroker
August 2013 - January 2017 · 3 yrs 5 mos
State Registrations9 states
DEFLNCNJNYPASCTXVT
AdvisorBrokerBoth

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
No exam information available for this advisor.
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