Curtis Hill
Curtis Hill is a CFP-designated registered investment advisor at Portfolio Medics, LLC, based in Los Angeles, CA, with 31 years of industry experience. Curtis 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
1223 Roxbury Dr. Suite 303, Los Angeles, CA, 90035
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 2019Customer Dispute
April 2016Customer Dispute
June 2004Other Business ActivitiesSells Insurance
Curtis sells fixed insurance, including life, long-term care, and annuities with various companies, dedicating a few hours per week. He also owns Modern Millennium Press, where he self-publishes books, dedicating minimal time to this activity.
Employment History
Current Registrations
Portfolio Medics, LLC
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Cetera Advisors LLC
Cetera Advisors LLCBroker
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Crowell Weedon & CO.Broker
Crowell Weedon & CO.
Crowell, Weedon & CO.
Crowell, Weedon & CO.Broker
RBC Capital Markets Corporation
RBC Capital Markets CorporationBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Baraban Securities, INC.Broker
State Registrations6 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.