Charles W Crews

Fortis Capital Advisors, LLC

23 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingEstate PlanningTax PlanningHigh Net Worth

Fortis Capital Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

50 advisors

Number of Clients

1,874 clients

Average Client Portfolio

$647K average

Assets Under Management

$1.2B

Fee Structure

Minimum Investment:$750K

Minimum Annual Fee:$10,000

Location

7301 Mission Road, Suite 326, Prairie Village, KS, 66208

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History

Regulatory History (1)

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Regulatory

January 1994

Final

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Other Business Activities

Charles works as an attorney focused on estate planning and probate work, dedicating nearly full-time hours to Crews Law Offices. He also serves as a board member for the South Carolina Transplant Foundation, spending minimal time on this non-profit organization.