Fortis Advisors, LLC

RIASEC RegisteredEst. 2014

Total AUM

$584M

Discretionary

$427M

73% of AUM

Avg account

$1.7M

Accounts

344

Employees

Advisory reps

Firm details

Headquarters: Wayne, Pennsylvania
CRD number: 164498
Registered since: August 26, 2014
Website: fortisfamilyoffice.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI34.04%
Pooled Investment Vehicles27.91%
Other Investment Advisers25.7%
Other8.05%
Individuals3.74%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Fortis Advisors, LLC is an independent registered investment adviser organized as an LLC and operating since 2014. The firm serves both individual & family clients and institutional clients and describes itself as a capital allocator — combining discretionary portfolio management, financial planning, and selection of outside managers. Its advisory services extend to individual and small-business portfolios, pooled investment vehicles, and institutional mandates, and the firm also produces publications and runs educational seminars. Fee arrangements are flexible and include asset-based fees, hourly and fixed-fee engagements, and performance-based structures. Fortis Advisors does not identify as an active ESG investor.