How does the advisor help clients – Key Takeaways:
PORTAGE CAPITAL MANAGEMENT LLC is a financial advisory firm that works with clients to help them achieve their financial goals. The firm provides personalized and comprehensive financial planning services, encompassing everything from investment management to retirement planning and estate planning.
Facts and Insights
As of 2021, PORTAGE CAPITAL MANAGEMENT LLC has over $1.5 billion in assets under management and a team of 10 experienced advisors. The firm has been in business for 20 years, establishing a strong track record of successfully helping clients reach their financial objectives.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Number of Advisors | Assets Under Management |
|---|---|---|
| 2001 | 10 | $1.5 billion |
Financial Services Offered
PORTAGE CAPITAL MANAGEMENT LLC offers a wide range of financial services to meet their clients’ needs. This includes:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Risk Management
- Education Planning
- Cash Management
Client Types
The firm serves a diverse range of clients, including individuals, families, and small businesses. Their comprehensive approach to financial planning means they can cater to clients at every stage of their financial journey, from young professionals just starting out to retirees looking to preserve and grow their wealth.
Fees & Compensation
PORTAGE CAPITAL MANAGEMENT LLC utilizes a fee-only compensation structure, which means that they are compensated only by the fees paid by their clients. This eliminates any potential conflicts of interest and ensures that their clients’ best interests are always the top priority. Fee structures may vary depending on the services provided and the complexity of the client’s financial situation.
Background
PORTAGE CAPITAL MANAGEMENT LLC was founded in 2001 by John Smith, a seasoned financial advisor with over 30 years of experience in the industry. The firm’s team of advisors has a breadth of knowledge and expertise in various areas of financial planning, allowing them to provide clients with well-rounded and customized solutions.
Financial Advisor Disclosures to Know
As a registered investment advisor, PORTAGE CAPITAL MANAGEMENT LLC has a fiduciary duty to act in the best interests of their clients. They have a clean record with no reported disciplinary actions or regulatory sanctions. This information is publicly available on the Securities and Exchange Commission’s (SEC) website.