Chad Joshpe
Chad Joshpe is a CFP, ChFC-designated registered investment advisor at Fortis Capital Advisors, LLC, based in Prairie Village, KS, with 21 years of industry experience. Chad 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)
Customer Dispute
October 2010Other Business ActivitiesSells Insurance
Chad is involved in several outside business activities. He sells life, accident, health, and fixed annuities, spends a few hours per week as a motivational speaker/coach, is a farmer/owner of a family farm and rental property, and coaches youth sports for Kearsarge Regional School.
Employment History
Current Registrations
Fortis Capital Advisors, LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
National Securities CorporationBroker
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.