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Michael Henry Huber

Portfolio Medics, LLC

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About Michael Henry Huber

Michael Huber is a financial advisor with Portfolio Medics, LLC located in Bonita Springs, Florida. Michael has been in the industry since 2014, holding a Series 7 and Series 66 license. In addition to Portfolio Medics, LLC, Michael has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated and HD Vest Investment Services. Michael specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management for individuals.

Firm Information

Michael Huber is currently registered with Portfolio Medics, LLC. Portfolio Medics, LLC is an investment advisor based in Bonita Springs, Florida. They offer financial planning, pension consulting, selection of other advisers, and portfolio management for individuals. The firm has 75 investment advisory representatives and manages approximately $499.6 million in assets for 2,499 clients.
Portfolio Medics, LLC

27499 RIVERVIEW CENTER BLVD

BONITA SPRINGS, FL 34134

$499.61M

Assets Under Management

Not reported

Total Clients

65

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Huber’s Registration & Firm History

FL

08/21/2020 - Present

Portfolio Medics, LLC (BONITA SPRINGS FL)

SD

09/30/2016 - 04/17/2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SIOUX FALLS SD)

SC

11/11/2015 - 06/14/2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AIKEN SC)

SC

09/17/2014 - 11/13/2015

HD VEST INVESTMENT SERVICES (North Augusta SC)

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Licenses & Designations

BOTH

Issued 08/11/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/17/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/17/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Henry Huber.
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