Fortis Financial Group- Financial Advisor Bellevue, WA

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About Fortis Financial Group

Fortis Financial Group is a comprehensive wealth management firm dedicated to helping high-net-worth individuals, business owners, and families achieve long-term financial success. Founded with a mission to provide holistic, personalized financial planning, Fortis integrates every aspect of a client's financial life - investments, taxes, estate planning, real estate, risk management and more - into a cohesive strategy tailored to their unique goals.

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General Information

Firm Start Year

2014

No. of Employees

20-49

automated call

Firm CRD#

172198

Name of Custodial Firm

Fidelity, Schwab

States Licensed in

Washington

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Foreign Languages Serviced

English

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Money Management

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, CFA^®, CPA, CEPA^®, CFS

Securities Licenses

Series 65, Series 66

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

$950,000,000

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$950,000,000

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Based on Assets

Fee % Based on Assets

Minimum Fee Charged for Managed Accounts

$5000

Minimum Fee Charged for Hourly Planning Accounts

$5000

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1893102/paladinregistry-Fortis-Financial-Group-detailed-disclosure.html

Disclaimer

Fortis Capital Management LLC ("Fortis") DBA Fortis Financial Group is registered as an investment adviser with the Securities and Exchange Commission. Registered investment adviser does not imply a certain level of skill or training. Fortis may only transact business in those states in which it is registered or has completed the appropriate notice-filing requirements. This website is limited to the dissemination of general information regarding Fortis and Fortis' services and should not be used as the primary basis of investment decisions nor should it be construed as a solicitation or advice designed to meet the particular investment needs of any specific investor. Prospective clients should consult with a financial consultant to review their investment objectives and financial situation before determining whether any investment, security, or strategy is suitable. A copy of Fortis' Form CRS providing information regarding Fortis' services, fees, and other important disclosure items is available on this website. Any opinions expressed on this site or in any Fortis-authored documents are subject to change without notice and, due to the rapidly changing nature of the security markets, may quickly become outdated. No information should be interpreted to state or imply that past results are an indication of future performance. All materials presented are compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. No portion of the web site content should be interpreted as legal, accounting or tax advice. The email link on the Contact page does not generate an encrypted (secure) message. You may not link other websites to this website without the written permission of Fortis. Unauthorized use of this site, or any of the material on this site without the permission of Fortis, is prohibited.

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Fortis Financial Group