Portfolio Medics, LLC

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Total assets under management

$552,733,331

Total clients

3,702

1% high-net worth

Total advisors

of 75 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

Average account size

$149,307

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Fee options

Fixed

Financial planning fixed fees range from $125 to $5,000; Signal service fees fixed asset-based, negotiable

Percentage

$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)

Project-based

$250 per hour for financial planning services

Subscriptions

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

Other

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

Disclosures

Business activities & affiliations

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

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

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.

Main office location

Portfolio Medics, LLC

27499 Riverview Center Blvd, Suite 406

Bonita Springs FL 34134, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

YouTube Website (239) 444-1766

Advisors at this firm

Thomas M

Series 63, Series 65

Granbury, TX

Portfolio Medics, LLC

Patrick H

Series 66

Granite Falls, NC

Portfolio Medics, LLC

Rowdee T

Series 65

Central Valley, UT

Portfolio Medics, LLC

Enri S

Series 65

San Diego, CA

Portfolio Medics, LLC

Casey C

CFP®, Series 66

Bonita Springs, FL

Portfolio Medics, LLC

Joseph H

Series 65

Parma Heights, OH

Portfolio Medics, LLC

Stephen E

Series 66

Dothan, AL

Portfolio Medics, LLC

Kenneth C

Series 63, Series 65, Series 66

Saint Cloud, FL

Portfolio Medics, LLC

Connor T

ChFC®, Series 63, Series 65

Pleasantville, NY

Portfolio Medics, LLC

Gerald G

Series 65

Sugar Grove, OH

Portfolio Medics, LLC

Robert C

Series 66

White Pine, TN

Portfolio Medics, LLC

Michael P

Series 63, Series 65

Winston Salem, NC

Portfolio Medics, LLC

Juliann G

Series 65

Folsom, CA

Portfolio Medics, LLC

Jason S

Series 65

Parrish, FL

Portfolio Medics, LLC

Brion W

ChFC®, Series 63

Cincinnati, OH

Portfolio Medics, LLC

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