Fortius Financial Advisors, LLC
Assets Under Management
$10.8M
Number of Clients
68
Number of Advisors
4
Average Client AUM
$158K
AUM per Advisor
$2.7M
Compensation
Fee-Only (AUM)
About This Firm
Fortius Financial Advisors offers discretionary and non-discretionary portfolio management services tailored to individual investment objectives. They may recommend separate account managers (SAMs) and provide ongoing monitoring. They also provide services to private investment companies and assist small businesses with 401k plan formation.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees negotiable for assets over $1,000,001.
Fee Estimator
Investment advisory fees are based on a percentage of assets under management, ranging from 1.00% to 1.50% annually. Fees are negotiable for assets over $1,000,001. The minimum annual fee is $1,000 per account, and a minimum of $250,000 is generally required to open and maintain an advisory account, though this may be waived. On an exception basis, services may be provided at an hourly rate. Clients may also incur additional fees, such as custody, transaction, and fund expenses.
Areas of Practice
Location
4001 South 700 East, Suite 554, Salt Lake City, UT, 84107