Andre
Payne
Portfolio Medics, LLC
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About this Advisor
Andre Payne is a financial advisor who works in Chicago, Illinois who has 2 years of relevant experience. Payne is on the advisory team at Portfolio Medics, LLC. Payne has gained experience at Payne Capital Management, Inc, Aegis Wealth Management, Inc, First Advisors National, LLC, First American National Investment Advisors, LLC and Portfolio Medics. Payne holds a Series 65 license, qualifying them as an investment advisor representative, and is approved to work in Illinois. Portfolio Medics, LLC is a registered investment firm that has its headquarters in Bonita Springs, FL. The firm has offices in eight locations and a total of 75 employees. It administers $383 million in assets among its 2,167 customer accounts, making it one of the bigger firms in the United States by assets under management. Of its 2,167 client accounts, just 1% are held by high-net-worth investors who have more than $1 million in investable assets. Portfolio Medics, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors largely vary depending on the financial services offered. However, fees billed by Portfolio Medics, LLC most likely are comprised 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
Andre Payne Work History
Andre has been registered as a financial advisor for 2 years.*
Portfolio Medics
Payne Capital Management, Inc
Aegis Wealth Management, Inc
First Advisors National, LLC
First American National Investment Advisors, 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 Andre Payne 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
White Pine, TN
Reno, NV
Venice, FL
Aldie, VA
Hamilton, NJ
Bonita Springs, FL
Claremont, 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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