Charles Crews is a registered investment advisor at Fortis Capital Advisors, LLC, based in Prairie Village, KS, with 23 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 1,874 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fortis Capital Advisors' fees for managing your investments are negotiable and can be a flat percentage, linear percentage, or tiered percentage of your portfolio's value, but cannot exceed 2.5% annually. The exact fee schedule is agreed upon between you and your advisor. Fees are typically charged quarterly in advance, based on the portfolio value at the end of the previous quarter. You will receive 30 days' notice of any fee increases. Fees may be higher than those charged by other advisors.
Location
7301 Mission Road, Suite 326, Prairie Village, KS, 66208
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Regulatory History (1)
Regulatory
January 1994Other 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.
Employment History
Current Registrations
Fortis Capital Advisors, LLC
Previous Registrations
Crews Financial Advisors, LLC
Arkadios CapitalBroker
Wealth Management Advisors, LLC
Triad Advisors LLCBroker
Southeast Financial Advisors, LLC
Sfa Financial, LLCBroker
Ic Advisory Services, INC.
The Investment Center, INC.Broker
The Investment Center, INC.
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
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.