Fortis Group Advisors is an investment management firm located in Westwood, New Jersey, offering discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm builds customized portfolios utilizing mutual funds, exchange-traded funds, equities, fixed income, and alternative investments tailored to each client's risk tolerance, time horizon, and goals. Fortis Group Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. In addition to core investment management, the team provides comprehensive wealth planning covering retirement, estate, tax strategies, and charitable giving objectives. The firm generally requires clients to maintain their accounts at Charles Schwab or LPL Financial.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Maximum investment advisory fee is 1.75%. Fees are negotiable and may vary based on account size, portfolio complexity, and account activity.