Portfolio Wealth Advisors
Assets Under Management
$373.2M
Number of Clients
282
Number of Advisors
1
Average Client AUM
$1.3M
AUM per Advisor
$373.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Portfolio, LLC, also known as Portfolio Wealth Advisors, provides investment supervisory and management services to individuals, high net-worth individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and corporations. They design and manage custom portfolios based on client's investment objectives, risk tolerance, and financial situation. They require the use of Charles Schwab & Company as custodian.
Fee Structure
PLLC offers a wrap-fee program where clients pay a single annual fee based on the market value of their assets. The fee covers both PLLC's services and brokerage services provided by the custodian. The fee schedule is 1.5% for assets between $250,000 and $999,999, 1.1% for assets between $1,000,000 and $4,999,999, and 0.85% for assets over $5,000,000. PLLC has a $1,500,000 asset minimum. The actual fee charged may be negotiable based on the client's assets and complexity of services.
Areas of Practice
Location
6100 Uptown Blvd Ne, Suite 540, Albuquerque, NM, 87110