FORTIS PORTFOLIO SOLUTIONS, LLC
Schaumburg, Illinois
Fortis Portfolio Solutions, LLC is a trusted investment advisory firm based in Schaumburg, IL. With two offices, they provide personalized financial solutions to their valued clients. The firm, although small, boasts an impressive track record, managing over $141,553,000 in assets under management for more than 500 individual clients. Fortis Portfolio Solutions, LLC is committed to providing exceptional service and maintaining strong client relationships. Their expertise in managing assets from employer 401(k) plans and individual accounts is evident, as these collectively contribute to approximately half of their total assets un...
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Assets Under Mgmt

$141.55M

Investment Professionals

1

Locations

1

% 401K & Individual

73%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Other
Services Provided Section
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.