A complete list of active advisors currently associated with Fortis Wealth Management, LLC
Warmer can help you find a great advisor at Fortis Wealth Management, LLC or one who fits your needs even better.
Fortis Wealth Management advises individuals, high‑net‑worth clients, and pension and profit‑sharing plans. The firm provides discretionary portfolio management using a suite of ETF‑based model portfolios and retirement plan consulting to plan sponsors and committees. Its investment process emphasizes asset allocation and fundamental analysis, generally recommending ETF strategies intended to be held for five years or longer with periodic rebalancing and aggregated trade execution. Accounts are custodied through Altruist, and management fees are charged as a percentage of assets and billed quarterly. The firm’s owner is a licensed insurance agent and mortgage broker and may recommend insurance or lending products for separate compensation, a relationship the brochure discloses as a potential conflict of interest. Fortis also offers ERISA plan services, including non‑discretionary 3(21) support and the option to serve as a 3(38) discretionary investment manager for retirement plans, a combination of services that is less common among small independent advisers.
To learn more about the advisors currently working at Fortis Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
American Fork, UT
| 12
|
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