Portfolio Strategies is a registered investment advisor that has been providing investment management services since 1993. The firm offers holistic, personalized investment strategies for individuals, high-net-worth individuals, trusts, estates, private foundations, and qualified retirement plans. Portfolio Strategies builds customized portfolios primarily using equity securities, mutual funds, exchange-traded funds, corporate bonds, real estate investment trusts, and alternative investments, tailored to each client's specific risk tolerance and financial goals. The firm operates with discretionary and non-discretionary authority, meaning they can make investment decisions on behalf of clients based on agreed-upon strategies. In addition to managing individual accounts, Portfolio Strategies provides advisory services to retirement plans, such as 401(k) and pension plans. The firm does not participate in wrap fee programs and operates under a fiduciary duty to act in the best interests of its clients when providing investment advice.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.98% |
Annual investment advisory fee ranges up to 0.98%, billed quarterly in arrears. Fees are negotiable based on the size and nature of the relationship.