Tracy Torland is a CFP-designated registered investment advisor at Psc Financial LLC, based in Bloomington, MN, with 20 years of industry experience. Tracy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 109 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PSC Financial charges an annual fee based on the value of your portfolio. This fee ranges from 0.50% to 1.50% per year, depending on the size and composition of your portfolio and the services you receive. The fee is calculated each quarter, in advance, based on the market value of your investments on the last day of the previous billing period. The firm may negotiate a different fee rate for certain client holdings, such as held-away assets or alternative investments.
Location
7900 International Drive, Suite 1075, Bloomington, MN, 55425
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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.
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Tracy is associated with PSC Financial LLC, which serves as a DBA for her LPL business and as a registered investment advisor. These activities take nearly a full-time commitment.
Employment History
Current Registrations
Psc Financial LLC
LPL Financial LLCBroker
Previous Registrations
Linsco/private Ledger CORP.Broker
State Registrations1 state
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