Portside Wealth Group, LLC
Assets Under Management
$1.1B
Number of Clients
5,384
Number of Advisors
48
Average Client AUM
$209K
AUM per Advisor
$23.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Portside Wealth Group, LLC offers discretionary portfolio management services tailored to client needs. They also provide financial planning services, pension consulting, and co-advisory services. Investment advice is based on client's financial situation and goals. They may recommend other advisors or third-party money managers.
Fee Structure
Portfolio management fees range from 0% to 2% annually, based on assets under management and service complexity. Fees are billed quarterly in advance. Financial planning is offered at an hourly rate of $150 to $350, or a project fee ranging from $100 to $10,000. General consulting services are also available at an annual flat rate. Pension consulting fees also range from 0% to 2%.
Areas of Practice
Location
3507 N University Ave, Suite 150, Provo, UT, 84604