Paul Misleh is a CFA-designated registered investment advisor at Fortis Capital Management LLC, based in Bellevue, WA, with 11 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 489 clients with $780M in assets under management.
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% |
Fees may be negotiated and Fortis has the discretion to charge certain clients different fees. 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.
Fee Estimator
Location
3600 136th Pl Se, Suite 270, Bellevue, WA, 98006
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
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