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Grace Teresa Rollins

Fortis Capital Management LLC

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About Grace Teresa Rollins

Grace Teresa Rollins is an Investment Advisor Representative, registered in Washington, associated with Fortis Capital Management LLC. Grace holds the Series 65 license. Her experience includes working as a party and tent rental company employee, a student, and an Investment Advisor Representative. The firm has 9 employees, including 8 Investment Advisor Representatives and 1 licensed Agent. Fortis Capital Management LLC provides advisory services for Individuals, Businesses, Pooled Investment Vehicles and conducts educational seminars. Grace specializes in providing advisory services for individuals, businesses, pooled investment vehicles, as well as charitable organizations, high-net-worth individuals, and insurance companies.

Firm Information

Grace Rollins is currently registered with Fortis Capital Management LLC. 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

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Grace Rollins’s Registration & Firm History

WA

12/01/2021 - Present

Fortis Capital Management LLC (BELLEVUE WA)

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Licenses & Designations

IA

Issued 09/30/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Grace Teresa Rollins.
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