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PortSalus Wealth Management

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Client assets under management

$58,451,656

Clients

58

36% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

29

Low

Average account size

$1,007,787

About

PortSalus Wealth Management provides investment management and financial planning to individuals, high‑net‑worth clients, and pension/profit‑sharing plans on a fee‑only basis. The firm manages approximately $48.9 million in discretionary assets (as of December 31, 2025), serves about 58 clients, and generally charges percentage‑of‑AUM advisory fees with a $1,000,000 account guideline that may be waived on a case‑by‑case basis.

The firm constructs portfolios using modern portfolio theory and a mix of passive and active strategies while employing fundamental, technical, cyclic, and charting analysis to tailor asset allocation to each client’s goals and risk tolerance. PortSalus typically manages accounts on a discretionary basis and pairs investment management with ongoing financial planning; clients with at least $1,000,000 in AUM receive ongoing planning at no additional charge.

What distinguishes PortSalus from many small supported advisers is its operational integration for “held‑away” accounts (401(k)s, 529s, variable annuities) via a third‑party order/aggregation system (Pontera) and its practice of requiring custody at Charles Schwab for execution and reporting. The firm is relatively new (founded in 2023), is fee‑only, generally does not provide separate written performance or holdings reports to investment management clients, and does not recommend or select other investment advisers for its clients.

Client services

Financial planning Portfolio management

Expertise

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy

Fee options

Percentage

$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%

Other

Account minimum: $1,000,000 Fee-only: Investment management fees based on tiered AUM schedule; Ongoing Financial Planning fees $100 to $1,500 per month, negotiable

Main office location

PortSalus Wealth Management

27201 Puerta Real, Suite 300

Mission Viejo CA 92691, United States

Number of offices

4

Most active in

More info

California · New Jersey

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook Website 949-226-8342

Advisors at this firm

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Jeremy P

CFP®

Mission Viejo, CA

PortSalus Wealth Management

Jeremy Portnoff is a Fee-Only financial planner with offices in Mission Viejo, CA and Metuchen, NJ and serving clients across the country. PortSalus Wealth Management provides comprehensive and objective financial planning, investment management, for pre-retirees within 5-10 years of and through retirement helping clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jeremy Portnoff is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

General retirement planning Income planning Wealth management Baby Boomers (Born 1946-1964)
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Sage V

Series 65

Mission Viejo, CA

PortSalus Wealth Management

Sage Vincent is a financial advisor at PortSalus Wealth Management with a Series 65 designation and two years of industry experience. Prior to joining PortSalus in 2024, he worked at Snowflakes Embryo Adoption and has experience in education from roles at Biola University and Shaler Area High School. PortSalus Wealth Management provides investment management and financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans on a fee-only basis. The firm employs a combination of passive and active strategies informed by multiple analytical approaches, managing accounts primarily on a discretionary basis while integrating held-away accounts through third-party systems.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy
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