James Zahakos
James Zahakos is a registered investment advisor at Fortis Group Advisors LLC, based in Holmdel, NJ, with 12 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,780 clients with $800M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fortis Group Advisors charges a fee based on a percentage of the assets they manage for you. This fee covers investment advice, trade entry, investment supervision, and other account maintenance activities. The specific fee is agreed upon in your Investment Management Agreement and may vary based on the size of your account, the complexity of your portfolio, and other factors. The maximum fee is 1.75%, but a lower fee may be negotiated. Employees and their family members receive a reduced fee. The fee is deducted directly from your account by the custodian.
Location
101 Crawfords Corner Road, Suite 4125, Holmdel, NJ, 07733
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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
James is involved in several business activities, including Fortis Wealth Group, MJPM LLC, The Fortis Agency LLC (selling insurance), Egbert Square LLC (real estate), Fortis Group Advisors LLC (investment advisory), Christopher Edwards Financial Associates LLP, S4 Search Partners (recruiting). He dedicates a significant amount of time to Fortis Wealth Group, Christopher Edwards Financial Associates LLP, and S4 Search Partners, while spending about a quarter of his time on The Fortis Agency, LLC and a few hours per week on Egbert Square, LLC.
Employment History
Current Registrations
Fortis Group Advisors LLC
LPL Financial LLCBroker
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations9 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.