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
Matthew is affiliated with Fortis Wealth Group, selling non-variable insurance and operating as a DBA for his LPL business, dedicating about 10-20% of his time to each. He also engages in real estate rental activities and provides investment advisory services through Fortis Group Advisors LLC, spending minimal time on the former and about 10-20% of his time on the latter.