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
345 Kinderkamack Road, Suite B, Westwood, NJ, 07675
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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
Joseph is affiliated with The Fortis Agency, selling non-variable insurance, and Christopher Edwards Financial Associates, LLP and Fortis Wealth Group, both DBAs for his LPL business; these activities each take about a quarter of his time. He also works for IDS Autoshred, a family-owned business, dedicating minimal time.