Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
4 advisors
Number of Clients
68 clients
Average Client Portfolio
$158K average
Assets Under Management
$10.8M

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1M+1.00%

Fees negotiable for assets over $1,000,001.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$1,000

Investment advisory fees are based on a percentage of assets under management, ranging from 1.00% to 1.50% annually. Fees are negotiable for assets over $1,000,001. The minimum annual fee is $1,000 per account, and a minimum of $250,000 is generally required to open and maintain an advisory account, though this may be waived. On an exception basis, services may be provided at an hourly rate. Clients may also incur additional fees, such as custody, transaction, and fund expenses.

Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information

Office location

4001 South 700 East, Suite 554, Salt Lake City, UT, 84107

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jeanne is an independent insurance agent, though not actively selling insurance. She is also a principal in Fortius Capital Management, LLC, and the owner of Distinctively Deitz, an event and hospitality tea party business.

Employment History
Current Registrations
Fortius Financial Advisors, LLC
July 2015 - Present · 10 yrs 6 mos
State Registrations2 states
FLUT
Advisor
Exams
No exam information available for this advisor.
Jeanne Marie Deitz - Financial Advisor | AdvisorDiscover