Successful Portfolios manages investment portfolios and provides personalized financial planning for individuals, families, and businesses. Founded in 2010 and based in Clearwater, Florida, the firm creates customized portfolios using stocks, bonds, options, and exchange-traded funds. Their investment approach combines fundamental, technical, and quantitative analysis with a strong focus on tax-aware strategies, risk management, and investor psychology. Successful Portfolios serves a wide range of clients, including high-net-worth individuals, trusts, estates, and corporate retirement plans, and also offers hourly financial planning on an a la carte basis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable based on the size, strategy, and complexity of the account. Qualified investors may negotiate a performance-based fee alternative.