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VERIFIED
Massapequa, NY 11758
212-597-2249
Navigating wealth into a legacy.
About Port Capital Management
We are stewards of your financial aspirations, committed to guiding you through the complexities of wealth management with impact, integrity, and independence.
See Disclosures
General Information
Firm Start Year
CRD#
5679112
Firm CRD#
330252
Insurance License#
N/A
Name of Custodial Firm
Charles Schwab
States Licensed in
New York
Years of Experience in Financial Services
15
Work Experience
Goldman Sachs & Co (Vice-President): 2009 - 2024
Port Capital (Founder): 2024 - Present
Work with the following types of clients
Non-Profit Organizations, Businesses, Individual Investors
Foreign Languages Serviced
N/A
Advisory Services Provided
Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Tax Advice and Services, Financial Planning
Services
Investment Types
Stocks, Bonds, Options & Futures, FOREX & Currency, Mutual Funds, Mortgages & Real Estate, Alternative Investments, Exchange Traded Funds (ETFs), Commodities, Socially Responsible Investments (SRI)
Can meet clients in the following ways
Your Home, Phone, Email, Your Office, Our Office, Video Conference, Our Offices
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Securities Licenses
Series 7, Series 66, Series 65, Series 63
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
500,000
Compensation Methods
Based on Assets, Flat Fee
Fee % Based on Assets
Yes
Hourly Rate
N/A
Minimum Fee Charged for Hourly Planning Accounts
N/A
Disclosures
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Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1892692/retirementplanning-Port-Capital-Management-detailed-disclosure.html
Disclaimer
https://portcapitalmgmt.com/disclosures/