Advisor at Portfolio Medics, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Portfolio Medics, LLC
Location
Sugar Grove, OH
Credentials
Series 65
Industry experience
16 years
Financial planning fixed fees range from $125 to $5,000; Signal service fees fixed asset-based, negotiable
$0 - $10,000,000: 2.60% (Advisor Managed Portfolios - AMP) $10,000,001+: Negotiable (AMP) $0 - $10,000,000: 1.00% (Diversified Fund Allocation - DFA) $10,000,001+: Negotiable (DFA) $0 - $10,000,000: 1.50% (Market Trend Strategy - MTS) $10,000,001+: Negotiable (MTS)
$250 per hour for financial planning services
Ongoing financial consulting support payable quarterly; starting at $250 per quarter for $150,000 portfolio, increasing by $125 per quarter for each additional $50,000
Account minimum: $150,000 Fee-only: Financial planning fixed fees range from $125 to $5,000; hourly fees are $250 per hour; ongoing financial consulting annual fees starting at $1,000 (for $150,000 portfolio) plus $500 for each additional $50,000
Portfolio Medics Llc
2009 - Present (17 years)
SELF-EMPLOYED
2001 - Present (25 years)
Forward Financial Group
2001 - Present (25 years)
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Lawyer
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Real estate agent
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