Alec Norton
Alec Norton is a registered investment advisor at Fortis Capital Advisors, LLC, based in Boston, MA, with 6 years of industry experience. Alec 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
Boston, MA
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 ActivitiesSells Insurance
Alec works as a multi-line insurance agent, dedicating nearly full-time hours to insurance sales and service since February 2020. He also holds a real estate license but is not actively soliciting, and works as an Investment Advisor Representative for Fortis Capital Advisors, dedicating nearly full-time hours to offering investment advisory advice and management.
Employment History
Current Registrations
Fortis Capital Advisors, LLC
Previous Registrations
D.H. Hill Securities, LllpBroker
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
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
More Advisors
- Paul Scleparis, CFAScs Capital Management LLC
- Benjamin Webber, CFASawyer & CO INC
- Jennifer Reardon, CFPRBC Capital Markets, LLC
- Matthew Johnson, CFPWelch & Forbes LLC
- James Gilloran, CFPCorient
- Duke Laflamme, CFACorient