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
Central Valley, UT 84754
Credentials
Series 65
Industry experience
2 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
2025 - Present (1 year)
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2023 - Present (3 years)
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2020 - 2020 (1 year)
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Student
2019 - 2020 (1 year)
BLM
2019 - 2019 (1 year)
Student
2018 - 2019 (1 year)
BLM
2018 - 2018 (1 year)
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2017 - 2018 (1 year)
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2017 - 2017 (1 year)
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2017 - 2017 (1 year)
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2016 - 2016 (1 year)
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2016 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Richfield, UT
Edward Jones
Series 63, Series 65
Richfield, UT
Raymond James Financial
CFP®, Series 63, Series 66
Richfield, UT
LPL Financial
Series 63, Series 65
Richfield, UT
LPL Financial
Series 66
Richfield, UT
Edward Jones
Series 66
Richfield, UT
Cetera
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