Leticia Santiago
Advisor at Fortis Private Wealth 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.
Advisor at Fortis Private Wealth 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.
Location
Miami, FL 33126
Credentials
Series 63, Series 65
Industry experience
34 years
Leticia Santiago is a financial advisor at Fortis Private Wealth Advisors, LLC with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Insigneo Advisory Services and Insigneo Securities LLC. Outside of her advisory role, she is a managing member of Vertical Integrations LLC, a real estate consulting business. Fortis Private Wealth Advisors provides discretionary investment management and financial advice to high-net-worth individuals, family offices, corporations, and insurance companies. The firm combines macroeconomic analysis with third-party research to create customized portfolios, employing a primarily long-term buy-and-hold strategy while permitting short-term transactions and borrowing when appropriate.
Based on Fortis Private Wealth Advisors, LLC
Flat fee arrangements may be negotiated for administrative services from time to time
0.30% to 2.50% per annum (negotiable based on client circumstances)
Insurance commissions earned by certain associated persons separate from advisory fees
Account minimum: $1,000,000
6100 Blue Lagoon Drive, Suite 160
Miami, FL 33126
Florida
Vertical Integrations LLC
2021 - Present (5 years)
Fortis Private Wealth Advisors
2019 - Present (7 years)
Insigneo Advisory Services
2017 - 2019 (2 years)
Insigneo Securities LLC
2015 - 2019 (4 years)
Insigneo Wealth Advisors
2015 - 2018 (3 years)
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Is not active or affiliated with:
Insurance agent
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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