Gregory Markus is a registered investment advisor at Portfolio Medics, LLC, based in Bonita Springs, FL, with 1 years of industry experience. Gregory 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
27499 Riverview Center Blvd, Suite 406, Bonita Springs, FL, 34134
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Gregory is a Managing Partner at taxSmarty Tax and Accounting Services, spending about a quarter of his time providing tax services. He also manages rental properties through Markus Properties U.P. North LLC and Markus Properties of Ohio LLC, dedicating a few hours per week, and serves as Treasurer/CFO for Rocky River City School District full-time, and Treasurer for Brooklyn City Schools Support our Schools PAC, spending minimal time.
Employment History
Current Registrations
Portfolio Medics, LLC
State Registrations2 states
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