Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fortis charges fees for investment management based on a percentage of assets under management, with a maximum fee of 1.75%. Fees may be negotiable based on account size and complexity. Financial planning fees are either fixed (ranging from $500 to $25,000) or hourly (up to $400 per hour). Consulting fees are negotiated. The minimum initial account value is $50,000, but this may be waived at the firm's discretion.
Areas of Practice
Advisor Information
Office location
101 Crawfords Corner Road, Suite 4125, Holmdel, NJ, 07733
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
James is involved in several business activities, including Fortis Wealth Group, MJPM LLC, The Fortis Agency LLC (selling insurance), Egbert Square LLC (real estate), Fortis Group Advisors LLC (investment advisory), Christopher Edwards Financial Associates LLP, S4 Search Partners (recruiting). He dedicates a significant amount of time to Fortis Wealth Group, Christopher Edwards Financial Associates LLP, and S4 Search Partners, while spending about a quarter of his time on The Fortis Agency, LLC and a few hours per week on Egbert Square, LLC.