Irina Hill is a registered investment advisor at Portfolio Medics, LLC, based in Los Angeles, CA, with 5 years of industry experience. Irina 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
1223 S Roxbury Drive, Suite 303, Los Angeles, CA, 90035
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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
Irina is a licensed Realtor for Rodeo Realty, dedicating about 10-20% of her time to this activity. She is also a licensed independent insurance agent, spending about 10-20% of her time transacting in insurance products.
Employment History
Current Registrations
Portfolio Medics, LLC
State Registrations5 states
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