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They include 92 high-net-worth individuals, 83 individual clients, and 10 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 16 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Forteris Wealth Management offer?","answer":"Forteris Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, education planning, estate planning, insurance, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Forteris Wealth Management charge?","answer":"Forteris Wealth Management charges 0.50%–1.00% a year for its Portfolio management services. The fee is billed in advance.","source":"FORTERIS WEALTH FIRM DISCLOSURE BROCHURE, filed 16 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Forteris Wealth Management use?","answer":"Forteris Wealth Management’s separately managed account assets are held at Trade-PMR Inc. (Gainesville, FL), with $219M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Forteris Wealth Management have?","answer":"Forteris Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Forteris Wealth Management invest in?","answer":"At the end of its last fiscal year, Forteris Wealth Management’s separately managed accounts held 71% exchange-traded equities, 17% registered funds (mutual funds, ETFs, BDCs), 9% investment grade corporate bonds and 3% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Forteris Wealth Management?","answer":"Forteris Wealth Management’s direct owner is Jay Furst (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 16 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Forteris Wealth Management get paid?","answer":"Forteris Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. 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