PortSalus Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
PortSalus Wealth Management serves individual clients — including high-net-worth households — and select pension and profit-sharing plans, offering investment management and both ongoing and one-time financial planning engagements. The firm operates on a fee-only basis and commonly assesses advisory fees as a percentage of assets under management while recommending third-party professionals when needed without accepting referral compensation.
The firm’s investment process emphasizes portfolio construction grounded in modern portfolio theory and a mix of active and passive strategies, using fundamental, technical, charting and cyclical analysis to implement client-specific asset allocation and risk targets, typically on a discretionary basis. PSWM also supports “held-away” accounts through Pontera Solutions, Inc., accepting client-provided online access to adjust allocations (without storing credentials) and including those held-away assets in its AUM calculations.
Distinctive operational features noted in the brochure include a requirement that clients establish accounts at Charles Schwab for custody and trade execution, and the firm’s practice of relying on custodian-provided statements rather than producing its own written performance or holdings reports for investment management clients. The firm recently added One Time Financial Plans as a separate service offering, reflecting a broader range of planning engagement options.
Client services
Expertise
Fee options
One-time Financial Plans fixed fee from $2,500 to $7,500
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Ongoing Financial Planning recurring monthly fixed fees from $100 to $1,500, negotiable
Account minimum: $1,000,000 Fee-only: Ongoing Financial Planning monthly fees range from $100 to $1,500, negotiable; One-time Financial Plans fixed fees range from $2,500 to $7,500, negotiable
Main office
27201 Puerta Real, Suite 300
Mission Viejo CA 92691
Advisors at this office
2
Most active in
California · Massachusetts · New Jersey
Also doing business as
Portsalus Wealth Management · Portsalus Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Jeremy P
CFP®
Mission Viejo, CA
PortSalus Wealth Management
Jeremy Portnoff is a Fee-Only financial planner with offices in Mission Viejo, CA and Metuchen, NJ and serving clients across the country. PortSalus Wealth Management provides comprehensive and objective financial planning, investment management, for pre-retirees within 5-10 years of and through retirement helping clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jeremy Portnoff is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Sage V
CFP®, Series 65
Mission Viejo, CA
PortSalus Wealth Management
Sage Vincent is a CFP® with one year of industry experience, currently serving at PortSalus Wealth Management in Mission Viejo, CA. Prior to his current role, he worked at Snowflakes Embryo Adoption for three years and has a background that includes education and nonprofit involvement. PortSalus Wealth Management serves individual clients, including high-net-worth households, and select pension and profit-sharing plans, offering investment management and financial planning on a fee-only basis. The firm employs a portfolio construction approach based on modern portfolio theory, combining active and passive strategies with various analytical methods, and supports client “held-away” accounts through Pontera Solutions, Inc.
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