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
9 Professional Circle, Suite 204, Colts Neck, NJ, 07722
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.
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Edward is involved with Christopher Edwards Financial Associates, LLP and Edward A. Naphor Wealth Services, both DBAs for his LPL business, dedicating full-time hours to each. He also provides investment advisory services through Fortis Group Advisors, LLC, spending full-time hours on this activity as well.