Michelle Huffman is a registered investment advisor at Portfolio Strategies INC, based in Tacoma, WA, with 11 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 289 clients with $50M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual investment advisory fees generally range between 0.80% and 2.50%, with a maximum cap of 2.50%. Clients not referred by a broker or advisor generally pay 1.00%. Fees are negotiable through the referring broker or investment advisor.
Fee Estimator
Location
621 Pacific Avenue Suite 15, Tacoma, WA, 98402
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Portfolio Strategies INC
Previous Registrations
Cuso Financial Services, L.P.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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