Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fortis Capital Advisors manages client accounts for a single wrap fee that includes portfolio management service and brokerage costs. The annual wrap fee will not exceed 2.50% of the portfolio value. Fees are billed in advance at the beginning of each calendar quarter. A minimum annual fee of $10,000 may apply, but may be waived or reduced at Fortis' discretion. Clients may pay a higher or lower fee if they were to engage another advisor. Fortis is compensated 0.15% as a platform fee, which is charged universally to all clients. If a Fortis model portfolio is used, Fortis is compensated with an additional 0.30% for managing the portfolio internally.
Areas of Practice
Advisor Information
Office location
2701 SE J Street, Suite 109, Bentonville, AR, 72712
Get directionsRegulatory History
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
Ian is the President/Owner of Simply Retire Inc., providing marketing and consulting services, and spends about a quarter of his time on this. He is also an independent insurance agent, dedicating nearly full-time hours to this activity, and a member/co-owner of Finlaw Consulting, LLC, spending about 10-20% of his time there.