Jeremy Portnoff is a CFP-designated registered investment advisor at Portsalus Wealth Management, based in Mission Viejo, CA, with 22 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 58 clients with $58M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. Investment Management clients with at least $1,000,000 in assets under management with PortSalus Wealth Management are offered Ongoing Financial Planning services at no additional cost.
Fee Estimator
Contact
Jeremy Portnoff
Location
27201 Puerta Real, Suite 300, Mission Viejo, CA, 92691
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
Portsalus Wealth Management
Previous Registrations
Tempus Wealth Planning, LLC
Portnoff Financial LLC
National Planning Corporation ("npc of America" in Fl & Ny)
State Registrations2 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
Additional Information
Complimentary Discovery Consultations are offered to discuss each client's individual needs and to determine if there is a good fit. Find out more by scheduling a 15-30 minute Introductory Call by going to https://portsalus.com/schedule/ to learn how Jeremy can help you grow and protect your wealth!