Porta Investment Management (PIM) offers financial planning, retirement planning, and investment advisory services. PIM recommends portfolios of exchange traded funds and individual stocks, diversifying across U.S. and non-U.S. securities, company sizes, and real estate investment trusts. PIM is an independent advisor and does not use research from investment banks or brokerage firms other than earnings estimates. Clients also have access to business law, estate planning, real estate brokerage, tax preparation, and other services under separate agreements with Thomas K. Porta.
Assets Under Management$32M
Clients83
Advisors1
Avg. per Client$380K
Avg. per Advisor$32M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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