Michael Portman
Michael Portman is a registered investment advisor at Wells Fargo Advisors, based in Austin, TX, with 56 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
111 Congress Ave 3rd Fl, Austin, TX, 78701
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2009Other Business Activities
Michael owns 100% of La Esperanza Ranch Company since 1970, which leases ranchland, and this requires minimal time. He is also a board member of the Old Austin Neighborhood Association since 2014, dedicating minimal time to preserving neighborhood integrity.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Lentz, Newton & CO.Broker
State Registrations17 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.
Exams
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