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Fortis Capital Management LLC

Headquartered in BELLEVUE, WA

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Firm Information

Fortis Capital Management LLC is an investment advisor located in BELLEVUE, WA. The firm has 9 employees, including 8 investment advisor representatives. They advise individuals, charitable organizations, pooled investment vehicles, and high-net-worth individuals. The firm provides financial planning, educational seminars, publication of periodicals, and portfolio management for individuals, businesses, and pooled investment vehicles. They have $496,934,324 in regulatory assets under management.

Fortis Capital Management LLC

3600 136TH PL SE

BELLEVUE, WA 98006

$496.93M

Assets Under Management

2

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Net worth based percentage of value

Branch Locations (2)

FORTIS CAPITAL MANAGEMENT LLC has a total of 2 branch locations across the country.
location

BELLEVUE, WA

location

Seattle, WA

Advisors at Fortis Capital Management LLC

View All 10 Advisors
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Emme Helene victoria Osborne

RA

BELLEVUE, WA

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Jack Woodin Stiger

RA

BELLEVUE, WA

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John Michael Heffel

CFP®, RA

BELLEVUE, WA

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Paul Easa Misleh

CFA®, RA

BELLEVUE, WA

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Justin A Arnold

RA

BELLEVUE, WA

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Grace Teresa Rollins

RA

BELLEVUE, WA

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Arlie James Skurdal

CFP®, RA

Seattle, WA

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Michael Robert Boroughs

RA

BELLEVUE, WA

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Disclosures

There are no public disclosures for Fortis Capital Management LLC.

Frequently Asked Questions (9)

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