Portfolio Medics, LLC is a well-established regional investment advisory firm headquartered in Bonita Springs, FL. With a widespread presence across nine offices, the company boasts a team of 75 dedicated professionals who provide comprehensive investment advisory services to their clients. Demonstrating their expertise and commitment, Portfolio Medics manages an impressive average of approximately $5,110,000 in assets under management per investment advisor.
The firm's compensation structure is designed to align with their clients' needs and preferences, offering various options such as a percentage of assets under management, h...
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Assets Under Mgmt
$383.04M
Investment Professionals
75
Locations
8
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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