John Polk is a CFA-designated registered investment advisor at Portage Capital Management LLC, based in El Segundo, CA, with 6 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 5 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.55% |
| $25M+ | 0.45% |
Discounts may be offered to family members and friends of associated persons of the firm.
Fee Estimator
Location
2041 Rosecrans Ave, Suite 350, El Segundo, CA, 90245
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Portage Capital Management LLC
State Registrations1 state
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