Experient Portfolio Management is an investment advisory firm led by sole proprietor John C. Foti, operating out of Tillamook, Oregon. The firm specializes in custom asset and sector allocation, constructing diversified portfolios using individual stocks and bonds, exchange-traded funds, mutual funds, and options. Experient Portfolio Management tailors its services to the individual needs of each client and allows clients to place restrictions on their accounts. The firm's primary goal is to exceed the performance of the S&P 500 Index on a quarterly and annualized basis. In addition to investment management, the principal also works as an insurance agent, offering life insurance and annuities in a separate capacity.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
The standard annual fee is 1.75%, but the exact fee is negotiable based on the client's financial situation, account size, and complexity.