James
Carl
Portfolio Medics, LLC
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About this Advisor
James Carl is a financial advisor based in Kalamazoo, Michigan, working with Portfolio Medics, LLC. James has previously held positions at Miller Energy Inc, Clear Ridge Wealth Management, LLC, and Portfolio Medics. James has passed the Series 65 regulatory exam and is registered to provide services in Michigan. Currently, James is part of Portfolio Medics, LLC, which operates out of Kalamazoo, Michigan. 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
James Carl Work History
Portfolio Medics
Clear Ridge Wealth Management, LLC
Miller Energy Inc
Disclosures
Please visit the SEC profile of James Carl 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
Canonsburg, PA
White Pine, TN
Kent, WA
Bonita Springs, FL
Britt, MN
Los Angeles, CA
Davidson, NC
Miami, FL
The content in this profile was updated by SmartAsset on 6/19/2024. 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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