Michael
Huber
Portfolio Medics, LLC
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About this Advisor
Michael Huber is a financial advisor based out of Bonita Springs, Florida with a total of 3 years of relevant experience. Huber currently works for Portfolio Medics, LLC. The advisor has gained experience at Hd Vest Investment Services, Hot Yoga Augusta, LLC, Huber Coaching, Hd Vest Advisory Services, Watertree Health, Bank Of America, N.A, Merrill Lynch, Pierce, Fenner & Smith Inc, Self Employed, Private Yoga Instructor, Portfolio Medics, LLC and Limestone Bookkeeping. Huber has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Illinois, South Dakota and Texas. Portfolio Medics, LLC is a registered investment company based in Bonita Springs, FL. The investment advisory business has offices in eight locations and a total of 75 financial advisors. It oversees $383 million in total assets among its 2,167 customer accounts, making it one of the bigger firms in the nation by assets under management. Of its 2,167 accounts, just 1% belong to high-net-worth clients who have greater than $1 million in assets. The company offers a wide set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules typically depend on which service is provided. However, fee types charged by Portfolio Medics, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Portfolio Medics, LLC Brokerage Details
$383,038,089
75
2,167
$176,760
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Michael Huber Work History
Michael has been registered as a financial advisor for 3 years.*
Portfolio Medics, LLC
Limestone Bookkeeping
Merrill Lynch, Pierce, Fenner & Smith Inc
Self Employed, Private Yoga Instructor
Bank Of America, N.A
Hd Vest Advisory Services
Watertree Health
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Hd Vest Investment Services
Huber Coaching
Hot Yoga Augusta, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Huber 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
Reno, NV
Bonita Springs, FL
White Pine, TN
Lakewood, CO
Hopkins, MN
Sacramento, CA
Chula Vista, CA
Bonita Springs, FL
The content in this profile was updated by SmartAsset on 4/16/2023. 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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