The ProFolio Group is a registered investment advisor founded in 2018 and led by Jonathan Seif. The firm offers comprehensive financial planning and investment management services tailored to individuals, families, trusts, estates, and business owners. For investment management, The ProFolio Group utilizes automated online platforms and brokerages such as Charles Schwab & Co., Inc. and Interactive Brokers to build and manage diversified portfolios consisting primarily of exchange-traded funds and individual stocks. The firm's investment strategy is grounded in Modern Portfolio Theory, focusing on long-term buy-and-hold investing, proper asset allocation, diversification, and cost management. In addition to personal wealth management, The ProFolio Group offers retirement plan consulting services for employers sponsoring retirement plans, educational workshops, and financial consulting.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are calculated based on the portfolio value on the last day of each quarterly billing period and billed in arrears. Fees are negotiable at the discretion of the advisor.