Portfolio Advisors, INC.
Assets Under Management
$224.3M
Number of Clients
239
Number of Advisors
2
Avg. Portfolio per Client
$938K
Avg. Managed per Advisor
$112.1M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Portfolio Advisors offers investment advisory services where they may advise on investments directly or recommend third-party managers. They also provide financial planning and consulting services on a standalone fixed fee or hourly basis. Additionally, they offer one-time project-based financial planning services and estate settlement services. Speaking engagements on financial topics are also available.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
Registrant may negotiate for a lesser fee or otherwise engage in alternative fee arrangements with clients.
Fee Estimator
Areas of Practice
Location
7571 N. Remington Ave., Ste. 105, Fresno, CA, 93711-5799