Portico Financial Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$28,590,691
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
101
21% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
101
Very HighAverage account size
$283,076
About
The firm provides financial planning, portfolio management, and retirement-plan advisory services to individuals (including high-net-worth clients), corporations, small businesses, and employer-sponsored retirement plans. Services include asset management, written financial plans, securities and insurance offerings, and ERISA Section 3(21) advisory support for plan sponsors.
Investment decisions are guided by Modern Portfolio Theory and strategic asset allocation, with targeted strategic allocations, periodic rebalancing (at least annually or after substantial market moves), and monitoring on a discretionary or nondiscretionary basis; the firm recommends custodial relationships such as Charles Schwab and delivers quarterly reporting and periodic reviews. The firm emphasizes retirement planning workflows, prepares investment policy statements for plans, and provides participant-level education and consultations as part of ongoing account oversight.
Compared with many independent advisers, the brochure discloses licensed insurance activity (including the recommendation and sale of life and annuity products that generate customary commissions) and notes insurance sales account for a small portion of adviser time. It also highlights pension consulting, portfolio management for institutional and corporate plan clients, and regular educational seminars for plan participants and external audiences—services that are statistically less common among peers in this category.
Client services
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
General retirement planning
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Life insurance needs analysis
Occupation focus
Founder/Business Owner
Retired
Fee options
Fixed fee financial planning ranging from $500 to $1,000 depending on complexity; may be negotiable.
$0 - $100,000: 1.10% annually $100,001 - $500,000: 1.00% annually $500,001 - $1,000,000: 0.75% annually $1,000,001 - $2,000,000: 0.40% annually $2,000,001 - $3,000,000: 0.30% annually $3,000,001+: 0.20% annually
Commissions received from sale of insurance products; no reduction in advisory fees.
Hourly rate for teaching and seminar services ranges from $150 to $300, negotiable.
Account minimum: No account minimum for initiating a relationship; however, there may be a minimum quarterly fee of $375 which may be negotiable. Minimum fee: Minimum quarterly fee of $375, may be negotiable. Fee-only: Fee-only advisory firm; advisory fees are charged quarterly in advance and deducted from client accounts.
Main office location
Portico Financial Group, LLC
Bentonville AR, United States
Number of offices
1
Most active in
Portico Financial Group, LLC has reported serving >5 clients in these states in the last 12 months.
Arkansas · Texas · Wisconsin
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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