Portico Financial Group, LLC
Portico Financial Group, LLC (CRD# 168810) is a financial advisory firm headquartered in , . They manage $12,236,149 in 118 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management12MILLION
Total Number of Accounts118ACCOUNTS
Average Account Value$103,696
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
Michael Karbouski (CRD# 1601923) is an Investment Advisor Representative working at Portico Financial Group, LLC in , and has over 27 years of experience in the finance industry. Michael Karbouski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.