Overview
- Total Firm Assets
- $202 million
- Average High-Net-Worth Client Portfolio Size
- $1.1 million
- Stated Minimum Account Size
- $500,000
Fee Disclosure
Source: PORTAGE ADV 2A (2026-05-01) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.50% |
| $1,000,001 | $2,500,000 | 1.25% |
| $2,500,001 | $5,000,000 | 1.00% |
| $5,000,001 | $10,000,000 | 0.75% |
| $10,000,001 | and above | Negotiable |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $15,000 | 1.50% |
| $5 million | $58,750 | 1.18% |
| $10 million | $96,250 | 0.96% |
| $50 million | Negotiable | Negotiable |
| $100 million | Negotiable | Negotiable |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 100.00%
- Number of High-Net-Worth Clients
- 185
- Total Client Accounts
- 185
- Discretionary Accounts
- 185
Services Offered
Services: Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 340012
- PORTAGE ADV 2A (2026-05-01) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗