Aron Soifer is a registered investment advisor at Portfolio Strategies INC Ny, based in Montvale, NJ, with 1 years of industry experience. Aron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,412 clients with $1B 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 | 0.98% |
PSI's annual investment advisory fee for investment management services is generally based upon a percentage of the market value of the assets under management, and ranges up to 0.98%, annually, and is billed quarterly. Fees may be negotiable.
Fee Estimator
Location
180 Summit Avenue, Suite 200, Montvale, NJ, 07645
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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 →Other Business Activities
Aron volunteers at E-Z IRA Corp, providing financial education and budget planning services. This activity, which includes conducting financial workshops and educating clients about IRA accounts, takes about a quarter of his time.
Employment History
Current Registrations
Portfolio Strategies INC Ny
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.