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
Katherine is an agent for The Fortis Agency LLC, selling non-variable insurance products such as disability, term life, and whole life, dedicating about a quarter of her time. She also provides investment advisory services through Fortis Group Advisors LLC and operates under the DBA Fortis Wealth Group, spending a significant amount of time on these investment-related activities.