Assets Under Management
$1.2B
Number of Clients
1,874
Number of Advisors
50
Average Client AUM
$647K
AUM per Advisor
$24.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Fortis Capital Advisors provides investment advisory services, including portfolio management, through a wrap fee program. Portfolio management is discretionary, based on client risk profiles. Clients can place reasonable restrictions on investments. Fortis also offers financial planning and consulting services on a fixed fee or hourly basis.
7301 Mission Road, Suite 326, Prairie Village, KS, 66208