Fortis Group Advisors LLC
Assets Under Management
$799.6M
Number of Clients
2,780
Number of Advisors
26
Average Client AUM
$288K
AUM per Advisor
$30.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Fortis Group Advisors, located in Westwood, NJ, offers investment management and wealth management services to individuals, high-net-worth individuals, retirement plans, institutions, and charitable organizations. They tailor advisory services to meet client needs, focusing on building, managing, and preserving wealth to achieve financial goals. They utilize Nitrogen to assess risk tolerance and may use sub-advisors and third-party managers.
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
Location
345 Kinderkamack Road, Suite B, Westwood, NJ, 07675