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My Portfolio Guide, LLC

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Client assets under management

$200,437,437

More info

Clients

315

40% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

158

Very High

Average account size

$636,309

About

My Portfolio Guide, LLC provides discretionary and non-discretionary portfolio management and financial planning to individual and high-net-worth clients as well as pension and profit-sharing plans. The firm reports approximately $200,987,737 in assets under management and serves 315 client relationships through two advisors.

MPG develops an Investment Policy Statement for each client and implements portfolios using six proprietary “Disciplined Investor Models,” which are customized for each client’s goals, tax situation, and risk tolerance; it also offers two primary equity approaches, the MPG Dividend Driver strategy and the Disciplined Investor Strategy. The firm employs charting, fundamental and technical analysis and uses long-term trading, short-term trading and short sales while actively monitoring tactical allocations within defined bandwidths.

Noteworthy operational features include a relatively high client-to-advisor ratio for a two-advisor practice and a built-in educational component: financial planning discussions and presentations are generally included in the investment management relationship and clients receive a complimentary quarterly newsletter, “The Guide.” MPG’s combination of proprietary multi-allocation models and an expressed willingness to use short sales and tactical rebalancing distinguishes its approach from many similarly sized advisory firms.

Client services

Financial planning Portfolio management Newsletters or periodicals Educational seminars or workshops

Expertise

Active portfolio management

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Fee options

Percentage

$1 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $3,000,000: 0.70% $3,000,001 - $5,000,000: 0.50% $5,000,001+: 0.40%

Project-based

$250 to $500 per hour depending on client needs and complexity

Other

Account minimum: $1

Main office location

My Portfolio Guide, LLC

3020 Old Ranch Parkway, Suite 300

Seal Beach CA 90740, United States

Number of offices

1

Most active in

More info

California · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Facebook X Website (562)799-5595

Advisors at this firm

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Vladimir P

Series 63, Series 65

Seal Beach, CA

My Portfolio Guide, LLC

Vladimir Pixa is a financial advisor at My Portfolio Guide, LLC with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at My Portfolio Guide since 2010 and Deloitte since 2009. My Portfolio Guide provides discretionary and non-discretionary portfolio management and financial planning to individual and high-net-worth clients as well as pension and profit-sharing plans. The firm uses six proprietary investment models tailored to client goals and risk tolerance, incorporating fundamental and technical analysis, and offers distinctive equity strategies alongside tactical allocation monitoring.

Active portfolio management
user avatar

Jason C

Series 66

Seal Beach, CA

My Portfolio Guide, LLC

Jason Clardy is a financial advisor with My Portfolio Guide, LLC, holding a Series 66 designation and two years of industry experience. Prior to joining My Portfolio Guide, he worked at Edward Jones for two years and has experience in marine services management. Outside of advising, he serves as a superintendent at Fenix Marine Services, managing cargo movement and container ship discharge. My Portfolio Guide, LLC provides discretionary and non-discretionary portfolio management and financial planning to individual, high-net-worth, and institutional clients. The firm employs proprietary investment models customized to client goals and uses a combination of fundamental and technical analysis alongside tactical trading strategies.

Active portfolio management
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