Fortis Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$49,801,512
Total clients
164
0% high-net worth
Total advisors
4
of 4 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
41
Average account size
$303,668
Client services
Fee options
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
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Fortis Wealth Management
130 Calico Court
Boone NC 28607, United States
Number of offices
4
Forms ADV
Quick links
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