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How does the advisor help clients – Key Takeaways:
TOTAL PORTFOLIO MANAGEMENT, LLC is a financial firm that provides expert services but does not explicitly market themselves as financial experts. The firm’s main focus is on total portfolio management, meaning they provide comprehensive management and planning services for clients’ entire investment portfolios.
Facts and Insights
TOTAL PORTFOLIO MANAGEMENT, LLC has been in business for over 15 years and has a team of experienced advisors who are dedicated to helping clients achieve their financial goals. The firm currently has over $500 million in assets under management and is responsible for managing a diverse range of portfolios.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 15 years |
Financial Services Offered
TOTAL PORTFOLIO MANAGEMENT, LLC offers a wide range of financial services to their clients. These services include financial planning, investment management, retirement planning, tax planning, and estate planning. The firm also provides customized solutions to meet the specific needs and goals of each individual client.
Client Types
TOTAL PORTFOLIO MANAGEMENT, LLC caters to a diverse range of clients, including high-net-worth individuals, families, businesses, and institutions. The firm’s advisors have experience working with clients from various backgrounds and understand the unique financial challenges each client may face.
Fees & Compensation
TOTAL PORTFOLIO MANAGEMENT, LLC operates on a fee-only basis, meaning they do not receive any commissions or compensation from third parties. This ensures that their advisors remain unbiased and act solely in the best interest of their clients. The firm’s fees are primarily based on a percentage of assets under management, with additional fees for certain services, such as financial planning.
Background
The advisors at TOTAL PORTFOLIO MANAGEMENT, LLC have extensive backgrounds in finance, economics, and business management. They also hold various professional certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). This expertise and experience allow them to provide clients with high-quality financial guidance and support.
Financial Advisor Disclosures to Know
TOTAL PORTFOLIO MANAGEMENT, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As such, they are required to disclose any potential conflicts of interest and provide transparency to their clients. The firm’s advisors abide by a strict code of ethics and adhere to all regulatory requirements, ensuring that clients’ best interests are always the top priority.