Profit Strategies, Inc. offers investment management services to individuals, high net worth individuals, pension and profit-sharing plans, and other corporations. PSI's investment advice is generally limited to mutual funds, exchange-traded funds, stocks and bonds, government securities, and cash equivalents. PSI also provides asset allocation models using outside money managers through Envestnet. PSI tailors its advisory services to the individual needs, goals and stated objectives of each client account.
Assets Under Management$29M
Clients59
Advisors1
Avg. per Client$490K
Avg. per Advisor$29M
www.profitstrategy.com ·www.linkedin.com/company/profit-strategies-inc ·www.facebook.com/profitstrategiesinc
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Profit Strategies, Inc. charges a fee based on a percentage of the assets they manage for you. The advisory fees generally range between 1% and 2% of assets. These fees are negotiable.
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