Jeff Bollinger is a registered investment advisor at Fortius Financial Advisors, LLC, based in Salt Lake City, UT, with 31 years of industry experience. Jeff operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 68 clients with $11M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Fee is negotiable for amounts over $1,000,000.
Fee Estimator
Location
4001 South 700 East, Suite 554, Salt Lake City, UT, 84107
Get directionsHistory
Regulatory History (2)
Regulatory
August 2016Customer Dispute
November 2014Other Business Activities
Jeff is a managing member or president of several LLCs and corporations, including Nuvo Ventures, Citius Ventures, Bollinger Investments Inc., Fortius Capital Management, JMB Family Holding Co, Nuvo Your Water, Custom Travel Holdings, Motion Sound Amplifiers, Amplified Investments, and Quail Creek Capital. These entities are primarily for investment, holding assets, consulting, and product marketing, taking up a few hours per week to nearly full-time.
Employment History
Current Registrations
Fortius Financial Advisors, LLC
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Strategic Advisers INC.
Fidelity Brokerage Services LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.