Sisse Ferguson-Torok
Sisse Ferguson-Torok is a registered investment advisor at Portfolio Medics, LLC, based in Tampa, FL, with 13 years of industry experience. Sisse 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
610 E Zack Street, Ste 110, Tampa, FL, 33602
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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 ActivitiesSells Insurance
Sisse is 100% owner and managing member of Oracle Tax Services, LLC, a full-service accounting firm, taking nearly full-time. Sisse is also a managing partner and agent for Oracle Financial Services, LLC, selling disability, life, LTC, and fixed annuities, dedicating a few hours per week.
Employment History
Current Registrations
Portfolio Medics, LLC
Previous Registrations
Capital Analysts
Lincoln Investment
Portfolio Medics, LLC
Northwestern Mutual Investment Services,llc
Ameriprise Financial Services, INC.
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.