JD MILLER CPA, A PROFESSIONAL CORPORATION is a highly reputable financial expert with years of experience and expertise in the field of finance. They offer a wide range of financial services to individuals and businesses, such as tax planning, investment management, and retirement planning. Through personalized strategies and a client-focused approach, they help clients achieve their financial goals.
Led by JD Miller, a certified public accountant with over 20 years of experience, this California-based firm has a strong educational background and a fiduciary responsibility to act in their clients' best interests at all times. They have no conflicts of interest in their client relationships and are transparent about fees and compensation, charging a percentage of assets under management for investment services and an hourly rate for other financial services. Overall, JD MILLER CPA, A PROFESSIONAL CORPORATION is a trusted advisor dedicated to helping clients make informed financial decisions and secure their financial future.
PORTA Investment Management is a well-established financial services firm that specializes in providing expert investment advice to clients. With over $500 million in assets under management and a team of experienced financial experts, they have a strong track record of success. Their advisors have an average of 10 years of industry experience and have been in the business for over 20 years.
The firm offers a wide range of financial services, including investment management, retirement planning, estate planning, and more, tailored to meet the unique needs of each client. While their primary focus is on high net worth individuals and families, they also serve institutional investors and corporate clients.
PORTA Investment Management charges a fee based on a percentage of assets under management, aligning their interests with their clients' interests. As a registered investment advisor, they have a fiduciary duty to act in the best interest of their clients and disclose any potential conflicts of interest. The firm was founded by John Smith, a highly respected financial advisor with over 30 years of experience, who has built the firm's reputation on providing exceptional services and building long-term relationships with clients.