Fortis Advisors offers investment advice related to asset allocation, portfolio diversification, and risk management. Client portfolios are managed based on their individual objectives, risk tolerance, and financial needs. Fortis also provides financial planning and consulting services to high-net-worth individuals and their related entities, such as trusts and foundations. These services are offered under a separate agreement.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees for non-affiliated private investments in both real estate and non-real estate are charged a flat fee based on the most recent value provided by the manager and are negotiable depending on the level of due diligence required. There are also some accounts that pay a flat fee and others that may have no fee associated with them due to specific account circumstances. Under certain circumstances this fee may be negotiable. Accounts of members of the same household may be aggregated for purposes of determining the management fee. Some employees and their family members may have accounts which pay a discounted fee.