Robert
Aborn
Portfolio Medics, LLC
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About this Advisor
Robert Aborn is a financial advisor based in Steubenville, Ohio, working with Portfolio Medics, LLC. Robert has previously held positions at Edward Jones, Franciscan University Of Steubenville, Katmai Government Services, Vitae Foundation, and Portfolio Medics. Robert has passed the Series 66 regulatory exam and is registered to provide services in Ohio, Pennsylvania, Texas, and West Virginia. Currently, Robert is part of Portfolio Medics, LLC, which operates out of Steubenville, Ohio. 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
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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
Robert Aborn Work History
Portfolio Medics
Edward Jones
Franciscan University Of Steubenville
Katmai Government Services
Vitae Foundation
Franciscan University Of Steubenville
Disclosures
Please visit the SEC profile of Robert Aborn 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
Kent, WA
Bonita Springs, FL
Canonsburg, PA
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Port Charlotte, FL
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Chicago, IL
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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