John Winterowd
John Winterowd is a registered investment advisor at Portfolio Medics, LLC, based in Bonita Springs, FL, with 16 years of industry experience. John 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
27499 Riverview Center Blvd, Suite 406, Bonita Springs, FL, 34134
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2014Other Business ActivitiesSells Insurance
John owns Guardian Financial Wealth Management, dedicating nearly full-time hours to it. He also sells insurance through 3 Mentors and is an agent for Alternative Design MLCDS, while also working as an instructor for FMT Solutions, chapter president for The Society for Financial Awareness, and president of Premier Medicare Solutions.
Employment History
Current Registrations
Portfolio Medics, LLC
Previous Registrations
Horter Investment Management, LLC
State Registrations3 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.