Portfolio Medics, LLC
Bonita Springs, FL·SEC-registered · CRD #145958
Portfolio Medics, LLC is an SEC-registered investment advisory firm in Bonita Springs, FL managing $780M across 3.8k client accounts, with 75 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$780M
Client accounts
3.8k
Advisory staff
75
Fee model
Fee-based
How Portfolio Medics, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Portfolio Medics, LLC
How much does Portfolio Medics, LLC manage?
Per its most recent SEC Form ADV filing (06/29/2026), Portfolio Medics, LLC reports $780M in regulatory assets under management across roughly 3.8k client accounts.
How does Portfolio Medics, LLC charge?
Portfolio Medics, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Portfolio Medics, LLC a fiduciary?
Yes. Portfolio Medics, LLC is registered with the U.S. Securities and Exchange Commission (CRD #145958), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Portfolio Medics, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Portfolio Medics, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Portfolio Medics, LLC's public SEC Form ADV filing (CRD #145958, filed 06/29/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Portfolio Medics, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Portfolio Medics, LLC? Claim this profile.