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
2024
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
Number of Years with Current Firm
1
Work Experience
Goldman Sachs & Co (Vice-President): 2009 - 2024
Port Capital (Founder): 2024 - Present
Work with the following types of clients
Businesses, Individual Investors, Non-Profit Organizations
Foreign Languages Serviced
N/A
Advisory Services Provided
Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Tax Advice and Services, Retirement Planning
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 63, Series 65, Series 66
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
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1892692/financialplanners-Port-Capital-Management-detailed-disclosure.html
Disclaimer
https://portcapitalmgmt.com/disclosures/