John Winterowd
John Winterowd is a registered investment advisor at Portfolio Medics, LLC, based in Round Rock, TX, 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, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 2,929 clients with $780M 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 $10.0M | 2.60% |
| $10M+ | 2.60% |
Rates vary by investment strategy: Advisor Managed Portfolios charge 2.60%, Market Trend Strategy charges 1.50%, and Diversified Fund Allocation portfolios charge 1.00% for assets up to $10,000,000. Fees are negotiable for amounts over $10,000,000.
Fee Estimator
Location
1508 Weiskopf Loop, Round Rock, TX, 78664
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.
Exams
More Advisors
- Kent Hickey, CFPUbequity Wealth Management, LLC
- Joshua Dvorak, CFPFarther
- Tarik Bakir, CFPTnt Asset Management, LLC
- Anna Popke, CFPMajestic Oak Financial, LLC
- Herbert Kim, CFPInnovator Wealth Advisor, LLC
- Jacob Ridley, CFPRidley Wealth Management