Fortis Private Wealth Advisors, LLC

Fortis Private Wealth Advisors, LLC, located in Miami, FL, offers asset management and financial advice to individuals, high net worth individuals, family offices, corporations, and insurance companies. The firm, established in 2019, is owned by Leticia Santiago, who also serves as the CEO, CCO, and Managing Director. Fortis provides discretionary investment management services through customized accounts tailored to each client's investment objectives. The firm's investment strategy primarily focuses on a long-term "buy and hold" approach, with additional short-term purchases and margin trading as needed. Clients typically have a minimum initial investment of $1,000,000, with the firm managing approximately $112,526,383 in regulatory assets under management as of January 27, 2025. Fees for management services range from 0.30% to 2.50% per annum, calculated based on the total assets in the account. Fortis does not engage in performance-based fees or side-by-side management. The firm does not participate in wrap fee programs and does not have any disciplinary information. Leticia Santiago, the firm's CEO, has a background in business administration and over 30 years of experience in the financial industry. Additionally, she is the managing member of Vertical Integrations, LLC, a real estate consulting company. The firm's privacy policy ensures the protection of client information, and clients have the option to opt out of marketing solicitations. Fortis does not vote proxies on behalf of clients and does not engage in block trading. Leticia Santiago, as the Chief Compliance Officer, oversees the firm's compliance with regulatory requirements and supervises the implementation of policies and procedures. For more information, clients can contact Leticia Santiago at (305) 416-9093 or [email protected].