Advisor at Fortis Group Advisors LLC
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
Fortis Group Advisors LLC
Location
Westwood, NJ 07675
Credentials
Series 66
Industry experience
7 years
Joseph Vanacore is a financial advisor at Fortis Group Advisors LLC with seven years of industry experience. He holds a Series 66 designation and has worked with firms including LPL Financial and MassMutual Life Insurance Company. Outside of advisory roles, he is involved with IDS Autoshred, a family-owned business. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, employer-sponsored retirement plans, institutions, trusts, and estates. The firm offers diversified portfolio management, financial planning, and ERISA plan services, using risk-profiling technology and tax-aware strategies to tailor client portfolios.
Based on Fortis Group Advisors LLC
Based on Fortis Group Advisors LLC
Fixed fees for financial plans range from $500 to $25,000, specific fee set in planning agreement
Up to $400.00 per hour depending on complexity
Account minimum: $50,000
345 Kinderkamack Road, Suite B
Westwood, NJ 07675
New Jersey
Fortis Group Advisors, LLC
2020 - Present (6 years)
LPL Financial, llc
2019 - Present (7 years)
The Fortis Agency
2019 - Present (7 years)
Mass Mutual Investors Services
2018 - 2019 (1 year)
MassMutual life Insurance Company
2018 - 2019 (1 year)
Woodcliff Lake Hilton
2017 - 2018 (1 year)
New York Yankees
2017 - 2017 (1 year)
Domani Ristorante
2012 - 2017 (5 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:
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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.
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