Portfolio.Me, LLC is an internet adviser based in Key Biscayne. It manages $774.33 thousand of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of Florida.
Portfolio.Me provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Portfolio.Me, LLC is $774.33 thousand, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Portfolio.Me, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Portfolio.Me, LLC performs its advisory services is located at 200 Crandon Blvd Suite 201, Key Biscayne, FL 33149, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 786-530-5101 or by fax 305-365-1274. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at censible.co.