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CFP
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CFP

Curtis Hill

Portfolio Medics, LLC
32 Years of Experience
Los Angeles, CA
3 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Curtis Hill is a CFP-designated registered investment advisor at Portfolio Medics, LLC, based in Los Angeles, CA, with 32 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, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 2,929 clients with $780M in assets under management.

Portfolio Medics, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
84 advisors
Number of Clients
2,929 clients
Average Client Portfolio
$266K average
Assets Under Management
$780.5M

Fee Structure

Minimum Investment:$150K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $10.0M2.60%
$10M+2.60%

Rates vary by investment strategy: Advisor Managed Portfolios charge 2.60%, Market Trend Strategy charges 1.50%, and Diversified Fund Allocation portfolios charge 1.00% for assets up to $10,000,000. Fees are negotiable for amounts over $10,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1223 Roxbury Dr. Suite 303, Los Angeles, CA, 90035

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2019
Settled
Customer Dispute
April 2016
Closed-No Action
Customer Dispute
June 2004
Denied
View Full SEC ReportHow to Read Disclosures
Other 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
August 2019 - Present · 7 yrs 2 mos
Previous Registrations
Securities America Advisors, INC.
April 2016 - August 2019 · 3 yrs 4 mos
Securities America, INC.Broker
April 2016 - August 2019 · 3 yrs 4 mos
Cetera Advisors LLC
December 2013 - April 2016 · 2 yrs 4 mos
Cetera Advisors LLCBroker
December 2013 - April 2016 · 2 yrs 4 mos
D.A. Davidson & CO.
November 2013 - December 2013 · 1 mo
D.A. Davidson & CO.Broker
November 2013 - December 2013 · 1 mo
Crowell Weedon & CO.Broker
November 2013 - November 2013 · 0 mos
Crowell Weedon & CO.
November 2013 - November 2013 · 0 mos
Crowell, Weedon & CO.
January 2009 - November 2013 · 4 yrs 10 mos
Crowell, Weedon & CO.Broker
January 2009 - November 2013 · 4 yrs 10 mos
RBC Capital Markets Corporation
November 2003 - January 2009 · 5 yrs 2 mos
RBC Capital Markets CorporationBroker
November 2003 - January 2009 · 5 yrs 2 mos
Morgan Stanley
July 1997 - December 2003 · 6 yrs 5 mos
Morgan Stanley Dw INC.Broker
August 1994 - December 2003 · 9 yrs 4 mos
Baraban Securities, INC.Broker
May 1994 - July 1994 · 2 mos
State Registrations6 states
CAFLNCSCTXWA
Advisor

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.

Exams
No exam information available for this advisor.
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