Fortius Financial Advisors offers investment advice and manages portfolios for individuals, families, and businesses. Fortius determines your investment objectives and risk tolerance to develop a suitable strategy. Fortius may recommend separate account managers and monitors their performance. Fortius also assists small businesses with 401k plans.
Assets Under Management$11M
Clients68
Advisors4
Avg. per Client$160K
Avg. per Advisor$2.7M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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