Roberto Buchanan is a registered investment advisor at Fortius Financial Advisors, LLC, based in Salt Lake City, UT, with 24 years of industry experience. Roberto 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 (1)
Customer Dispute
November 2014Other Business Activities
Roberto is a managing member of Nuvo Ventures, LLC, a single-purpose entity holding an investment in a private software company, requiring minimal time. He is also a managing member of Citius Ventures, LLC, an investment holding company, dedicating a few hours per week to consulting and board duties, and the Director of Sales at Axiom Financial, working full-time.
Employment History
Current Registrations
Fortius Financial Advisors, LLC
Previous Registrations
Tamaren Investments, LLCBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.