David Bressoud is a registered investment advisor at Portfolio Medics, LLC, based in Lincoln, CA, with 15 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 3,702 clients with $550M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio Medics manages investments through several strategies, each with its own fee:
- Advisor Managed Portfolios (AMP): Up to $10 million, 2.60% per year. Fees are negotiable above $10 million.
- Diversified Fund Allocation (DFA): Up to $10 million, 1.00% per year. Fees are negotiable above $10 million.
- Market Trend Strategy (MTS): Up to $10 million, 1.50% per year. Fees are negotiable above $10 million.
Fees are based on the value of your investments and are paid quarterly.
Location
Lincoln, CA
Get directionsHistory
Regulatory History (8)
Judgment / Lien
February 2020Judgment / Lien
May 2019Customer Dispute
August 2013Judgment / Lien
March 2013Judgment / Lien
October 2011Judgment / Lien
September 2010Judgment / Lien
April 2010Judgment / Lien
August 2009Employment History
Current Registrations
Portfolio Medics, LLC
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Nylife Securities LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.