Reed
Mells

Portfolio Medics, LLC

CRD#7606047
Investment Advisor
in Bonita Springs, FL

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About this Advisor

Reed Mells is a financial advisor working in Bonita Springs, Florida. Mells currently works for Portfolio Medics, LLC. Throughout their career, Mells has worked at Primerica Financial Services, Pfs Investments Inc, Iowa Elite, Truman State University, Missouri Western State University, Portfolio Medics, Mells Financial and International Basketball Association. Mells has Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Iowa. Portfolio Medics, LLC is an advisory business that has its headquarters in Bonita Springs, FL. The firm has offices in eight locations and a total of 75 financial advisors. It controls $383 million in assets under management between its 2,167 client accounts, making it one of the bigger investment advisory firms in the country by assets under management. Of its 2,167 customer accounts, just 1% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Portfolio Medics, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors usually depend on which services the firm provides the client. Fees billed by Portfolio Medics, LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

27499 Riverview Center Blvd Suite 406
Bonita Springs, FL 34134

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Portfolio Medics, LLC Brokerage Details

Total Assets Under Management

$383,038,089

FL Average: $1,855,561,029
Total Number of Employees

75

FL Average: 62
Total Number of Accounts

2,167

FL Average: 2,474
Average Account Size

$176,760

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Reed Mells Work History

Reed has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Portfolio Medics

2023 - Present (1 year)

Mells Financial

2022 - 2022 (< 1 year)

Pfs Investments Inc

2019 - 2022 (3 years)

Primerica Financial Services

2017 - 2018 (1 year)

Iowa Elite

2015 - 2023 (8 years)

International Basketball Association

2014 - 2015 (1 year)

Truman State University

2013 - 2014 (1 year)

Truman State University

2012 - 2013 (1 year)

Missouri Western State University

*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 Reed Mells 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

Min Kiang
Bonita Springs, FL
Robert Cagle
White Pine, TN
Cory Semel
Reno, NV
David Wagner
Claremont, FL
Richard Munchel
Aldie, VA
Jeffrey Leone
Springfield, MA
Steven Gibson
Lakewood, CO
Joseph Pasquinelli
Sacramento, CA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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