Portfolio Strategies, Inc. provides investment advisory services to individuals, businesses, and other entities. They manage investments on a discretionary basis, using model portfolios tailored to specific investment strategies. The firm does not offer financial planning, estate planning, or insurance planning services. Clients work with a referring broker-dealer or investment advisor to determine the appropriate fee and custodian.
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.