Fortis Capital Advisors, LLC
Assets Under Management
$1.2B
Number of Clients
1,874
Number of Advisors
50
Average Client AUM
$647K
AUM per Advisor
$24.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Fortis Capital Advisors provides investment advisory services, including portfolio management, through a wrap fee program. Portfolio management includes asset allocation and investment selection, tailored to client's financial situation and risk profile. Clients retain ownership of securities and can place reasonable restrictions on investments. Fortis also offers financial planning and consulting services on a fixed fee or hourly basis.
Fee Structure
Fortis Capital Advisors manages client accounts for a single wrap fee that includes portfolio management service and brokerage costs. The annual wrap fee will not exceed 2.50% of the portfolio value. Fees are billed in advance at the beginning of each calendar quarter. A minimum annual fee of $10,000 may apply, but may be waived or reduced at Fortis' discretion. Clients may pay a higher or lower fee if they were to engage another advisor. Fortis is compensated 0.15% as a platform fee, which is charged universally to all clients. If a Fortis model portfolio is used, Fortis is compensated with an additional 0.30% for managing the portfolio internally.
Areas of Practice
Location
7301 Mission Road, Suite 326, Prairie Village, KS, 66208