Fortis Private Wealth Advisors, LLC
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Overview
Fortis Private Wealth Advisors, LLC is located at 6100 Blue Lagoon Drive, Miami, FL. The firm employs 1 financial advisor to manage client portfolios and provide financial guidance. Fortis Private Wealth Advisors, LLC is not a registered broker-dealer.
Fortis Private Wealth Advisors, LLC oversees $91.2 million in assets under management across 11 accounts, all of which are discretionary. The services offered include portfolio management for individuals and small businesses, and the selection of other advisers. The firm caters to high net worth investors, with high net worth investors being the largest client type by accounts. The fee structure at Fortis Private Wealth Advisors, LLC is asset-based. The firm has 5 high net worth clients.
Fortis Private Wealth Advisors, LLC is registered in the state of Florida.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Fortis Private Wealth Advisors, LLC by the Numbers
$91.2 million
3
11
$8.3 million
Products and Services
Services offered by Fortis Private Wealth Advisors, LLC can include portfolio management for individuals and small businesses and selection of other advisers. However, Fortis Private Wealth Advisors, LLC did not provide financial planning services to any of its customers in the previous fiscal year. The Company does not sell products or offer services apart from investment advice to its investment advisory clients.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial management typically depend on the type of financial services provided. Fees billed by Fortis Private Wealth Advisors, LLC typically consist of the following fee type: asset-based.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm works with high net worth investors. Fortis Private Wealth Advisors, LLC's biggest client type by number of accounts is high net worth investors, but it also caters to 5 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 under management or a net worth of at least $1,50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 100%
- Other Individuals - 0%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Fortis Private Wealth Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Fortis Private Wealth Advisors, LLC
Miami, FL
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