Steven Landis is a CFP-designated registered investment advisor at Portfolio Medics, LLC, based in Bonita Springs, FL, with 20 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 3,702 clients with $550M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio Medics manages investments through several strategies, each with its own fee:
- Advisor Managed Portfolios (AMP): Up to $10 million, 2.60% per year. Fees are negotiable above $10 million.
- Diversified Fund Allocation (DFA): Up to $10 million, 1.00% per year. Fees are negotiable above $10 million.
- Market Trend Strategy (MTS): Up to $10 million, 1.50% per year. Fees are negotiable above $10 million.
Fees are based on the value of your investments and are paid quarterly.
Location
27499 Riverview Center Blvd, Suite 406, Bonita Springs, FL, 34134
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Steven is an investment advisor representative at Sojourn Financial Strategies, LLC, providing financial planning and investment management services since 2007. This activity takes nearly full-time.
Employment History
Current Registrations
Portfolio Medics, LLC
Previous Registrations
Sojourn Financial Strategies, LLC
Landis Financial & Investment Services
Wrp Investments, INC.
State Registrations1 state
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