Michael Pento is a registered investment advisor at Pento Portfolio Strategies, LLC, based in Naples, FL, with 18 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Tax Planning. Their firm serves 874 clients with $240M 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 $750K | 1.50% |
| $750K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable. For accounts that are not in the actively managed IDEC Model, PPS charges a reduced fee of 0.5%.
Fee Estimator
Location
999 Vanderbilt Beach Rd, Suite 200, Naples, FL, 34108
Get directionsHistory
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 →Employment History
Current Registrations
Pento Portfolio Strategies, LLC
Previous Registrations
Euro Pacific Capital, INC.
Delta Global Advisors
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.