Fortius Financial Advisors, LLC

Fortius Financial Advisors, LLC is a registered investment advisor based in Salt Lake City, Utah, established in 2003 by Jeff M. Bollinger and Jeanne M. Deitz. The firm offers discretionary and non-discretionary portfolio management services, with a focus on individual investment objectives and risk tolerance. Clients may grant discretionary authority for account management, allowing the firm to make investment decisions without prior approval. Fortius does not participate in wrap fee programs and offers wealth management services using separate account managers. The firm also provides portfolio and investment advisory services to private investment companies and closed private investment vehicles. Regarding fees, Fortius charges an annual percentage-based fee ranging from 1.00% to 1.50% of assets under management, with a minimum account size of $250,000. The firm does not receive compensation for client referrals and does not vote proxies on behalf of clients. Fortius does not have custody of client funds but may directly debit advisory fees from client accounts. The firm does not engage in directed brokerage and does not receive compensation for the sale of insurance products. Fortius has disclosed disciplinary information related to legal and disciplinary matters in the past. The firm emphasizes protecting client privacy and maintaining the confidentiality of personal information.