Fortis Capital Advisors provides investment advice and financial planning services. This includes ongoing portfolio management tailored to individual client needs, as well as financial planning and consulting services on a fixed fee or hourly basis. Fortis also offers educational workshops. Fortis may recommend other professionals, such as legal or tax advisors, but clients retain the right to choose their own.
Fee Structure
Fortis Capital Advisors' fees for managing your investments are negotiable and can be a flat percentage, linear percentage, or tiered percentage of your portfolio's value, but cannot exceed 2.5% annually. The exact fee schedule is agreed upon between you and your advisor. Fees are typically charged quarterly in advance, based on the portfolio value at the end of the previous quarter. You will receive 30 days' notice of any fee increases. Fees may be higher than those charged by other advisors.