Fortis Group Advisors is an investment management firm that helps clients build, manage, and preserve their wealth. Fortis offers investment management services on a discretionary and non-discretionary basis, allocating client assets among various investment types. They also provide financial planning services, including estate, income tax, charitable, cash flow, wealth transfer, and family legacy objectives. Fortis may utilize third-party investment advisors and managers to implement investment strategies.
Fee Structure
Fortis Group Advisors charges a fee based on a percentage of the assets they manage for you. This fee covers investment advice, trade entry, investment supervision, and other account maintenance activities. The specific fee is agreed upon in your Investment Management Agreement and may vary based on the size of your account, the complexity of your portfolio, and other factors. The maximum fee is 1.75%, but a lower fee may be negotiated. Employees and their family members receive a reduced fee. The fee is deducted directly from your account by the custodian.