Christopher Ferrell

PSI Advisors, LLC offers investment management through several third-party and firm-sponsored programs with varying fee structures. Fees depend on the specific program selected:

• Strategic Wealth Management — Negotiable advisory fee up to program limits, with options for client-paid or advisor-paid transaction charges.
• Manager Access Select — Maximum account fee of 2.50% to 3.00%.
• Optimum Market Portfolios — Maximum account fee of 2.50%.
• Personal Wealth Portfolios — Maximum account fee of 2.50%.
• Model Wealth Portfolios — Maximum account fee of 2.65%.
• Small Market Solution — LPL program fee of 0.20% plus an advisor fee up to 0.75%.
• Guided Wealth Portfolios — LPL program fee of 0.35% plus an advisor fee up to 1.00%.

There is no mandatory account minimum to open an account, though the firm retains the right to terminate accounts that fall below an effective operating size. Certain programs have specific minimum investments, such as $10,000 for Optimum Market Portfolios and $250,000 for Personal Wealth Portfolios.