Vortus Investment Advisors, LLC

Fee-Only (% of Portfolio)

Vortus Investment Advisors manages investment funds that are not open to the general public. Vortus focuses on investing in onshore oil and gas opportunities in the U.S. lower middle market. Vortus partners with owner/operators on specific assets with conservative capital structures. Investors in the funds are not clients of Vortus, and Vortus does not tailor its investment advice to the individual investors in each fund.

Assets Under Management$400M
Clients8
AdvisorsN/A
Avg. per Client$50M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Vortus Investment Advisors, LLC | TrueAdvisor