Richard
Perez
Portfolio Medics, LLC
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About this Advisor
Richard Perez is a financial advisor working out of Miami, Florida who has 3 years of relevant experience. Perez is an advisor for Portfolio Medics, LLC. Over the course of their career, they have held roles at Axa Advisors, LLC, Auto 7, Inc, Lpl Financial LLC and Portfolio Medics, LLC. Perez maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida. Portfolio Medics, LLC is a business headquartered in Bonita Springs, FL. The investment advisory business has offices in eight locations and a total of 75 people on staff. It controls $383 million in assets between its 2,167 accounts, placing it among the bigger investment advisory firms in the country by assets under management. Of its 2,167 client accounts, just 1% are held by high-net-worth individuals who have more than $1 million in investable assets. The company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees depend on which services the firm provides the client. However, fees charged by Portfolio Medics, LLC most likely consist of some combination of 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
Richard Perez Work History
Richard has been registered as a financial advisor for 3 years.*
Portfolio Medics, LLC
Lpl Financial LLC
Axa Advisors, LLC
Auto 7, Inc
*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 Richard Perez 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
Bonita Springs, FL
Reno, NV
White Pine, TN
Sacramento, CA
Bonita Springs, FL
Chula Vista, CA
Venice, FL
Port Charlotte, 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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