Fortis Portfolio Solutions offers investment strategies to other registered investment advisors (RIAs) and portfolio management services to individual clients. For RIAs, Fortis provides investment strategies with a risk-conscious approach. For individual clients, Fortis offers discretionary investment and portfolio management services tailored to their objectives and risk tolerance. Fortis also offers financial planning services for a flat fee.
Fee Structure
Fortis Portfolio Solutions manages investment portfolios for individual clients, charging a percentage of the value of the investments. The specific fee is outlined in the client's investment management agreement and is negotiable. The fee will not exceed 2.00% of the value of your portfolio. Fees are deducted from client accounts.