Portfolio Advisory Council manages investment portfolios and provides financial planning for individuals, high net worth clients, and retirement plans. The firm focuses on a growth and income investment strategy using mutual funds, exchange-traded funds, individual stocks, bonds, options, and real estate investment trusts. Portfolio Advisory Council specializes in retirement income planning and business retirement plans like 401ks, profit-sharing plans, and defined benefit plans. The firm operates independently with a team of experienced professionals holding various financial credentials, offering personalized portfolio construction and periodic reviews.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Fees may be negotiated for accounts over $1 million. Management fees for pension plans are individually negotiated.