FORTIS ADVISORS, LLC

RIASEC RegisteredEst. 2014

Total AUM

$584M

Discretionary

$427M

73% of AUM

Avg account

$1.7M

Accounts

344

Employees

Advisory reps

Firm details

Headquarters: WAYNE, Pennsylvania
CRD number: 164498
Registered since: August 26, 2014
Website: fortisfamilyoffice.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI34.04%
Pooled Investment Vehicles27.91%
Other Investment Advisers25.7%
Other8.05%
Individuals3.74%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Fortis Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2014. The firm identifies as a capital allocator that serves both individual/family clients and institutional investors. Its fee menu includes asset-based fees, hourly and fixed-fee engagements, and arrangements that can include performance-based compensation. Advisory capabilities span financial planning, discretionary and non-discretionary portfolio management for individuals, businesses and pooled vehicles, selection of third‑party managers, and investor education through publications and seminars. Fortis also takes sponsor/GP or managing-member roles for pooled investment vehicles and lists industry ties to accounting and insurance firms. The firm does not describe itself as an active ESG investor.