Neil Portus is a CFA, CFP-designated registered investment advisor at Olivehurst Advisors LLC, based in Roseville, CA, with 2 years of industry experience. Neil operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.75% |
| $3M+ | 0.50% |
The annual advisory fee is paid quarterly in arrears based on the value of Client’s account(s) as of the last day of the billing period. The advisory fee is a blended tier.
Fee Estimator
Contact
Neil Portus
Location
Roseville, CA
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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 →Other Business Activities
Neil is a managing partner at Tailored Partners LLC, providing interim CFO consulting services since 2012. This takes about half of Neil's time, including time during securities trading hours.
Employment History
Current Registrations
Olivehurst Advisors LLC
State Registrations2 states
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