TrueAdvisor
TrueAdvisor
KJ
KJ

Katherine Jimerson

Fortis Group Advisors LLC
5 Years of Experience
Holmdel, NJ
BrokerSells Insurance
View SEC Summary
View SEC Summary

Katherine Jimerson is a registered investment advisor at Fortis Group Advisors LLC, based in Holmdel, NJ, with 5 years of industry experience. Katherine is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 2,604 clients with $820M in assets under management.

Fortis Group Advisors LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
2,604 clients
Average Client Portfolio
$316K average
Assets Under Management
$822.4M

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Maximum investment advisory fee is 1.75%. Fees are negotiable and may vary based on account size, portfolio complexity, and account activity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

101 Crawfords corner Road, Suite 4125, Holmdel, NJ, 07733

Get directions

History

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 →
Other Business ActivitiesSells Insurance

Katherine is an agent for The Fortis Agency LLC, selling non-variable insurance products such as disability, term life, and whole life, dedicating about a quarter of her time. She also provides investment advisory services through Fortis Group Advisors LLC and operates under the DBA Fortis Wealth Group, spending a significant amount of time on these investment-related activities.

Employment History
Current Registrations
Fortis Group Advisors LLC
August 2021 - Present · 5 yrs 2 mos
LPL Financial LLCBroker
April 2021 - Present · 5 yrs 6 mos
State Registrations1 state
NJ
AdvisorBrokerBoth

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.
More Advisors
More financial advisors in Holmdel, NJ →All financial advisors in New Jersey →