Portfolio Medics, LLC

RIASEC Registered

Total AUM

$780M

Discretionary

$771M

99% of AUM

Avg account

$205K

Accounts

3,805

Employees

Advisory reps

Firm details

Headquarters: Bonita Springs, Florida
CRD number: 145958
Registered since: August 16, 2018
Website: www.portfoliomedics.com
Custodians: E*TRADE SECURITIES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals98.08%
HNWI1.92%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Portfolio Medics, LLC is an independent, individual-owned registered investment adviser that has been SEC-registered since 2018. The firm serves primarily individual and family clients and positions itself as a capital allocator, combining financial planning with portfolio management and adviser selection. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. Fee arrangements are flexible and include a percentage of assets under management, hourly charges, and fixed fees. The firm does not list itself as an active ESG investor.