Portfolio Strategies is an investment advisory firm that offers discretionary portfolio management services to individuals, businesses, trusts, estates, and other organizations. The firm utilizes a wide variety of model portfolios—ranging from tactical equity and quantitative income to index strategies—to manage client assets. Portfolio Strategies does not provide standalone financial planning, estate planning, or tax preparation services, focusing exclusively on managing investments. Client accounts are typically maintained with independent custodians such as Charles Schwab or Axos Clearing, with many clients being referred by unaffiliated brokers or financial advisors who assist with ongoing relationship management. Portfolio Strategies charges an annual fee based on a percentage of the value of the portfolio under management.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual investment advisory fees generally range between 0.80% and 2.50%, with a maximum cap of 2.50%. Clients not referred by a broker or advisor generally pay 1.00%. Fees are negotiable through the referring broker or investment advisor.