Joseph
Pasquinelli
Portfolio Medics, LLC
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About this Advisor
Joseph Pasquinelli is a financial advisor based in Sacramento, California, working with Portfolio Medics, LLC. Joseph has previously held positions at Saint Joseph Preparatory High School, Asurea Insurance Services, Alpha Retirement Wealth LLC, Portfolio Medics, and One Life America/Heartland Financial. Joseph has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Joseph is part of Portfolio Medics, LLC, which operates out of Sacramento, California. The firm has 8 offices and 75 employees. The firm manages assets totaling $499.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Portfolio Medics, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Portfolio Medics, LLC Brokerage Details
$499,609,065
75
2,499
$199,924
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Joseph Pasquinelli Work History
Portfolio Medics
One Life America/ Heartland Financial
Alpha Retirement Wealth LLC
Asurea Insurance Services
Saint Joseph Preparatory High School
Disclosures
Please visit the SEC profile of Joseph Pasquinelli to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Portfolio Medics, LLC
Kent, WA
White Pine, TN
Bonita Springs, FL
Canonsburg, PA
Britt, MN
Winter Park, FL
Port Charlotte, FL
Miami, FL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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