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Fortis Financial Group

Tel: 425-453-5010
3600 136th Place SE Suite 270
Bellevue, WA 98006
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Fortis Financial Group | Financial Advisor in Bellevue ,WA

A Modern Approach To Wealth Management



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.

See Disclosures

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General Information

Firm Start Year:   2014
No. of Employees:   20-49
automated call:  Yes
Name of Custodial Firm:  Fidelity, Schwab
States Licensed in:  Washington
Number of Years with Current Firm:  11
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

Services

Investment Types:  Mutual Funds, Options & Futures, Bonds, Stocks, Insurance, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
Can meet clients in the following ways:  Our Office, Phone, Email, Your Home, Video Conference

Firm Information

Firm's Number of Clients:  400
Firm's Number of Planning Clients:  400
Firm's Number of Managed Clients:  400
Assets Managed by Firm:  $950,000,000
Advisor's Number of Clients:  400
Advisor's Number of Managed Clients:  400
Advisor's Number of Planning Clients:  400
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:  1%
Minimum Fee Charged for Managed Accounts:  $5000
Minimum Fee Charged for Hourly Planning Accounts:  $5000

Disclosures

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

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1893102/wiseradvisor-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.

Compliance

Registered Investment Advisor:

Yes


Registered Representative:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

I have a clean record


Criminal Disclosures in Last 5 years:

I have a clean record


Office Hours

Mon. 7:00 AM - 5:00 PM
Tue. 7:00 AM - 5:00 PM
Wed. 7:00 AM - 5:00 PM
Thu. 8:00 AM - 5:00 PM
Fri. 8:00 AM - 5:00 PM

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