Amit Trivedi
Amit Trivedi is a registered investment advisor at Fortis Capital Advisors, LLC, based in Middlebury, CT, with 11 years of industry experience. Amit operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 2,171 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are negotiable and can be structured as flat fees, fixed percentages, or tiered percentages up to a maximum of 2.50% annually.
Fee Estimator
Location
Middlebury, CT
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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 ActivitiesSells Insurance
Amit works as an insurance broker since June 2024, dedicating a few hours per week to this activity. He sells life, disability, long-term care, fixed annuities, and health insurance.
Employment History
Current Registrations
Fortis Capital Advisors, LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Foresters Financial Services, INC.Broker
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.
Exams
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