Portfolio Design Services (PDS) provides investment management services where they manage client portfolios based on their goals, risk tolerance, and time horizon. PDS also offers services to retirement plans, acting as an advisor. Additionally, PDS offers financial planning services, including full financial plans and consultations on specific financial topics. Clients can impose restrictions on investments. PDS does not participate in wrap fee programs.
Assets Under Management$150M
Clients256
Advisors4
Avg. per Client$580K
Avg. per Advisor$37M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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