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. They utilize both active and passive investment management strategies and may recommend life insurance products.
Assets Under Management$780M
Clients489
Advisors16
Avg. per Client$1.6M
Avg. per Advisor$48M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiated and Fortis has the discretion to charge certain clients different fees. 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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...