Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.75% |
Both fee schedules have an annual fee minimum of $10,000, which may be waived or reduced at Fortis' discretion. Due to the annual fee minimum, for clients with less than $1,000,000 in assets under management, the minimum annual fee will result in a higher annual percentage rate than the charts shown above.
Fee Estimator
Location
3600 136th Pl Se, Suite 270, Bellevue, WA, 98006
Get directionsHistory
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 Activities
Paul is currently employed at Ernst & Young LLP, working full-time in big data analytics as a Senior Manager until the end of August. After resigning from Ernst & Young, Paul will dedicate his full time to founding and working on Fortis Capital Management.
Employment History
Current Registrations
Fortis Capital Management LLC
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.