Michael
Sloan
Portfolio Medics, LLC
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About this Advisor
Michael Sloan is a financial advisor based in Clermont, Florida, working with Portfolio Medics, LLC. Michael has previously held positions at Michael J. Sloan, Crpc, Keystone Capital Corporation, Patriot Investment Advisors, LLC, Patriot Financial Solutions, LLC, Horter Investment Management, LLC, Brookstone Capital Management, Change Path, LLC, Camas Consulting Wealth Advisor, Elite Investment Team LLC, Portfolio Medics, LLC, and Issachar Capital. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Michael is part of Portfolio Medics, LLC, which operates out of Clermont, Florida. 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
Michael Sloan Work History
Issachar Capital
Portfolio Medics, LLC
Michael J. Sloan, Crpc
Change Path, LLC
Elite Investment Team LLC
Horter Investment Management, LLC
Brookstone Capital Management
Patriot Investment Advisors, LLC
Keystone Capital Corporation
Patriot Financial Solutions, LLC
Camas Consulting Wealth Advisor
Disclosures
Please visit the SEC profile of Michael Sloan 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
White Pine, TN
Britt, MN
Kent, WA
Canonsburg, PA
Bonita Springs, FL
Los Angeles, CA
Davidson, NC
Oklahoma City, OK
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