Areas of Practice
Investment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
350 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$726.3M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
3600 136th Pl Se, Suite 270, Bellevue, WA, 98006
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Fortis Capital Management LLC
January 2025 - Present · 1 yr 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2022 - October 2024 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2022 - October 2024 · 2 yrs 1 mo
Opes Wealth Management, LLC
February 2019 - August 2022 · 3 yrs 6 mos
Opes Advisors, INC.
January 2015 - June 2017 · 2 yrs 5 mos
State Registrations1 state
WA
Advisor
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.