Portfolio Medics offers customized investment management and financial planning services to individuals, high-net-worth individuals, small businesses, retirement plans, and charitable organizations. Portfolio Medics builds diversified portfolios using exchange-traded funds, mutual funds (including those from Dimensional Fund Advisors), individual stocks, bonds, and independent managers. The firm utilizes several distinct investment strategies, ranging from advisor-managed portfolios and trend-following strategies to diversified fund allocations. In addition to managing investments, Portfolio Medics provides comprehensive financial planning covering retirement, personal savings, education funding, and insurance needs. Clients can also engage the firm for ongoing financial consulting. Portfolio Medics acts as a legal fiduciary, meaning the firm is required to put client interests first, and operates out of Bonita Springs, Florida.
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.