Michelle Huffman is a registered investment advisor at Portfolio Strategies INC, based in Tacoma, WA, with 10 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 354 clients with $55M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio Strategies, Inc. charges an annual investment advisory fee based on a percentage of the value of your investments, generally between 0.80% and 2.50%. The specific fee is determined by the referring broker-dealer or investment advisor, and you can negotiate it with them. The firm manages investment accounts using model portfolios, and each program is continuously managed based on the program’s strategy. The firm requires a minimum asset level of $20,000, but this may be waived at the firm's discretion.
Location
621 Pacific Avenue Suite 15, Tacoma, WA, 98402
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Portfolio Strategies INC
Previous Registrations
Cuso Financial Services, L.P.
State Registrations1 state
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