Advisor at Prism Capital Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Prism Capital Management
Location
Burlington, WA 98233
Credentials
Series 63, Series 65
Industry experience
24 years
Dieter Drews is a financial advisor at Fortis Capital Management LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fortis since 2025. Drews also oversees Prism Tax and Accounting Services, LLC, and owns Glacier Holdings LLC, which operates in sporting goods and fiduciary services. Fortis Capital Management serves individuals, families, and various institutional clients, offering financial planning and discretionary portfolio management across a broad range of investments. The firm employs both active and passive strategies, including thematic approaches, and manages private pooled funds with performance-based fee arrangements.
Based on Prism Capital Management
$10,000 - $30,000: $200 fixed fee $30,001 - $100,000: 1.99% $100,001 - $250,000: 1.75% $250,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 0.70% $3,000,001 - $5,000,000: 0.50% $5,000,001+: 0.30%
Account minimum: $50,000 Minimum fee: $200 annual fee for accounts with assets $10,000 to $30,000 Fee-only: Annual fees ranging from 0.50% to 1.99% based on tiered schedule; no commissions or other compensation received.
1912 S Burlington Blvd., Suite A
Burlington, WA 98233
Washington
Fortis Capital Management LLC
2025 - Present (1 year)
Prism Tax And Accounting Services, Llc
2024 - Present (2 years)
Prism Capital Management, LLC
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
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Series 66
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CFP®, Series 66
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Series 66
Burlington, WA
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Series 63, Series 65
Mount Vernon, WA
Royal Fund Management, LLC
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