Portfolio Medics provides investment management services using mutual funds, ETFs, individual stocks and bonds. They work with clients to determine their investment goals and risk tolerance. Portfolio Medics also offers financial planning services covering areas like retirement, education, and insurance needs. They may refer clients to independent investment managers and provide ongoing oversight.
Assets Under Management$550M
Clients3,702
Advisors80
Avg. per Client$150K
Avg. per Advisor$6.9M
Fee Structure
Minimum Investment:$150K
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.
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Location
80 Advisors at this firm
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