Fortis Financial Group
3600 136th Place SE Suite 270
Bellevue, WA 98006
4254535010
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
General Information
Firm Start Year
2014
No. of Employees
20-49
automated call
Yes
Firm CRD#
172198
Name of Custodial Firm
Fidelity, Schwab
States Licensed in
Washington
Years of Experience in Financial Services
20
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
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
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, CFA®, CPA, CEPA®, CFS
Securities Licenses
Series 65, Series 66
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
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1893102/rothira-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.