Fortis Capital Management LLC
Assets Under Management
$726.3M
Number of Clients
350
Number of Advisors
15
Avg. Portfolio per Client
$2.1M
Avg. Managed per Advisor
$48.4M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Fortis Capital Management offers financial planning and investment management services to individuals, families, businesses, trusts, foundations, charities, and private funds. Fortis builds client portfolios primarily with common stock, low-cost exchange traded funds (ETFs), or mutual funds. Fortis utilizes both active and passive investment management strategies. Fortis also provides investment management services to the Fortis Flagship Fund LP and the Fortis Enhanced Income Fund LP.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.75% |
Both fee schedules have an annual fee minimum of $10,000, which may be waived or reduced at Fortis' discretion. Due to the annual fee minimum, for clients with less than $1,000,000 in assets under management, the minimum annual fee will result in a higher annual percentage rate than the charts shown above.
Fee Estimator
Areas of Practice
Location
3600 136th Pl Se, Suite 270, Bellevue, WA, 98006