Portfolio Strategies INC
Assets Under Management
$55.4M
Number of Clients
354
Number of Advisors
3
Average Client AUM
$157K
AUM per Advisor
$18.5M
Compensation
Fee-Only (AUM)
About This Firm
Portfolio Strategies, Inc. offers discretionary investment advisory services. Fees are a percentage of assets under management, generally between 0.80% and 2.50%, determined by the referring broker-dealer/investment adviser. The firm manages accounts using various model portfolios and does not offer financial planning, estate planning, or insurance planning services.
Fee Structure
The annual investment advisory fee is a percentage of the market value of assets managed, generally between 0.80% and 2.50%. The specific fee percentage is determined by the referring broker-dealer or investment adviser, and clients can negotiate this fee. The firm generally requires a minimum asset level of $20,000, but this may be waived at their discretion. Custodian charges are separate, currently at 0.15% annually. Fees are deducted quarterly in advance, and are prorated upon termination.
Areas of Practice
Location
621 Pacific Avenue Suite 15, Tacoma, WA, 98402