| Advisor Profile |
|
 |
| Research This Advisor |
|
| Request More Information |
|
|
|
|
|
|
Business Description |
Portfolio, LLC is a registered investment advisory firm providing unique wealth management solutions created specifically for individual investors and family groups in North America and Europe.
Our clients work directly with our Chief Investment Officer, Lee E. Munson, CFP, CFA to formulate a precisely determined portfolio designed to realize your financial and life goals. Portfolios are implemented and monitored by dedicated professionals who, along with Lee are always ready to answer your questions or discuss your concerns.
Portfolio's competitive asset-based fee structure is transparent and tax-deductible. There are never any commissions, sales loads, incentive bonuses or additional fees for trades, wire transfers, or check writing. All costs are controlled and predictable.
Our clients enjoy the best of both worlds: assets are safely held at one of North America's largest brokerage firms, yet Portfolio maintains an independent perspective and direction without the restrictions and inherent conflicts of interest at global wirehouse firms. |
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
| |
| Prepared By: |
Lee Munson |
| Most Recent Update: |
06/08/2008 |
Frequently Asked Questions |
|
| Q. |
What are your qualifications? What is your education background? |
| |
Lee E. Munson worked for 4 years on Wall Street before joining Charles Schwab, where, for 6 years, he focused exclusively on wealth management, becoming a Vice President of Schwab Private Client. Mr. Munson is a graduate of the prestigious St. John’s College in Santa Fe and has the uncommon distinction of holding both the Certified Financial Planner and Chartered Financial Analyst designations. |
|
| Q. |
How many clients do you currently manage? |
| |
30 clients with assets totaling $50 million |
|
| Q. |
Will you be the only person working with me? |
| |
Our Client Relations Director, Lorraine Ell, will also work with you. |
|
| Q. |
How are you compensated? How will I pay for your services? |
| |
Portfolio offers an asset based fee structure. |
|
| Q. |
If you are going to manage my account, will you obtain my permission every time you buy or sell something? |
| |
We handle discretionary accounts only. |
|
| Q. |
How much risk should I be willing to take? |
| |
In designing your unique portfolio, the risk levels are based on an investment policy statement that you create with our Chief Investment Officer. |
|
| Q. |
Have you ever been charged with any breaches? |
|
| Q. |
What services do you provide? What are your specialties? |
| |
Unlike most financial planners, we do not hand you a long investment questionnaire. Our understanding of your financial and life goals is determined by personal conversations in which lead to the creation of a wealth management strategy that is uniquely yours. |
|
| Q. |
What is your experience? How many clients do you currently manage? |
| |
Lee E. Munson worked for 4 years on Wall Street before joining Charles Schwab, where for 6 years he focused exclusively on wealth management, as a Vice President of Schwab Private Client. Munson is a graduate of St. John’s College in Santa Fe and holds both the Certified Financial Planner and Chartered Financial Analyst designations. He currently manages $50 million in client assets. |
|
| Q. |
How do you charge for your services? |
| |
Portfolio offers an asset based fee structure. |
|
| Q. |
Do you provide a free initial consultation? |
|
| Q. |
Why should I choose you as my financial advisor? |
| |
At Portfolio, LLC you will work directly with the Chief Investment Officer, Lee Munson, CFP®, CFA. Your viewpoints of the markets and investment experience are valued in the creation of a precisely defined portfolio uniquely designed to realize your financial and life goals.
|
|
|
|
