Fortius Financial Advisors provides portfolio management and wealth advisory services to individuals, families, and businesses. The firm offers both discretionary management, where they make investment decisions on your behalf, and non-discretionary management, where they seek your approval before executing trades. Fortius primarily builds portfolios using mutual funds, exchange-traded funds, and alternative investments, taking into account your individual risk tolerance, time horizon, and financial goals. In addition to ongoing portfolio supervision, the firm assists with retirement planning, asset allocation, and overall wealth strategy. Fortius also establishes 401(k) plans for small businesses and manages private investment partnerships.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees for portfolios over $1,000,000 are negotiable. Minimum annual fee is $1,000 per account.