Assets Under Management
$10.8M
Number of Clients
68
Number of Advisors
4
Average Client AUM
$158K
AUM per Advisor
$2.7M
Compensation
Fee-Only (AUM)
Fortius Financial Advisors, LLC offers discretionary and non-discretionary portfolio management and wealth management services. They develop strategies based on client's risk tolerance and financial objectives, primarily using mutual funds and ETFs. They may recommend separate account managers and monitor their performance.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees negotiable for accounts over $1,000,001.
4001 South 700 East, Suite 554, Salt Lake City, UT, 84107