Jeanne Deitz is a registered investment advisor at Fortius Financial Advisors, LLC, based in Salt Lake City, UT, with 10 years of industry experience. Jeanne 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
5445 South Highland Drive, Suite A, Salt Lake City, UT, 84117
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeanne is an independent insurance agent, though not actively selling insurance. She is also a principal in Fortius Capital Management, LLC, and the owner of Distinctively Deitz, an event and hospitality tea party business.
Employment History
Current Registrations
Fortius Financial Advisors, LLC
State Registrations2 states
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.