Advisor at Fortis Wealth 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
Fortis Wealth Management
Location
Boone, NC 28607
Credentials
Series 65
Industry experience
10 years
Fixed fees for financial planning services generally between $250 and $1,500; $1,000 per 4-hour educational seminar; flat fee $5,000/year for 401(k) plans under $1 million AUM
Less than $1,000,000 - $999,999.99: 1.5% $1,000,000 - $4,999,999.99: 1.25% $5,000,000+: 1.0%
$250 per hour for business development advisory services
Account minimum: $250,000 Minimum fee: Minimum account size of $250,000; for clients below minimum, invoice option available equivalent to minimum fee Fee-only: Asset management fees based on AUM; fixed fees for financial planning ($250 to $1,500); hourly fees for business advisory ($250/hour); flat fee $1,000 per 4-hour educational seminar
Magnolia Operations LLC
2023 - Present (3 years)
ASAP LAB LLC
2020 - 2022 (2 years)
Army National Guard
2016 - Present (10 years)
Fortis Wealth Management
2015 - Present (11 years)
United states Army
2007 - 2016 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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Boone, NC
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Series 63, Series 65, Series 66
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