Fortis Wealth Management offers portfolio management services on a discretionary basis. They work with clients to understand their investment objectives, time frame, and risk tolerance before recommending a portfolio. Fortis uses exchange traded funds in their model portfolios, which are designed to be held for at least five years. They also offer retirement plan consulting services.
Assets Under Management$6.3M
Clients102
Advisors1
Avg. per Client$62K
Avg. per Advisor$6.3M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Management fee is negotiable based on assets managed, time/cost of servicing the relationship, and frequency of review meetings.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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