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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Misleh is a financial advisor with Fortis Capital Management LLC based in BELLEVUE, WA. Paul has been in the industry since August 2014. Paul is registered as an Investment Advisor Representative in WA. Paul is a Chartered Financial Analyst and specializes in providing financial planning, educational seminars, and portfolio management for individuals, businesses, and pooled investment vehicles. Paul has experience working with a variety of clients including high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. Fortis Capital Management LLC is a registered investment advisor with the SEC. The firm provides financial planning and portfolio management services to a variety of clients. They offer a variety of fee arrangements, including fixed fees, hourly charges, a percentage of assets, and performance-based fees. Fortis Capital Management LLC has approximately $496.9 million in assets under management.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Net worth based percentage of value
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WA
09/03/2014 - Present
Fortis Capital Management LLC (BELLEVUE WA)
Active
Inactive
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