Portfolio Management, LLC (PortMgmt) offers investment management services to individuals and organizations. PortMgmt creates custom portfolios tailored to a client's specific needs and model portfolios designed for typical investors. PortMgmt monitors and evaluates portfolios, rebalancing when necessary due to market changes or investment performance.
Assets Under Management$140M
Clients115
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$72M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard fee for customized portfolios is 1% annually. Standard fee for model portfolios is 0.75% annually. Fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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