Fortis Private Wealth Advisors offers investment management and financial advice to individuals, high-net-worth individuals, family offices, corporations, and insurance companies. Fortis creates personalized investment strategies for managed accounts based on each client's objectives and risk profile. Investment activities focus on various assets and securities in a variety of markets.
Fee Structure
Fortis Private Wealth Advisors charges a percentage of the total assets in your account each year. The management fee typically ranges between 0.30% and 2.50% per year. The fee is calculated quarterly, based on the average daily net asset value of the account. Fees and total assets used for calculating the management fee may be negotiable or waived at Fortis's discretion.