Preisz Financial is a registered investment advisor based in Portland, Oregon, offering a wide range of financial services including investment management, financial planning, and retirement plan consulting for individuals, businesses, and organizations. Founded originally in 1991, the firm uses various partner programs such as LPL Financial and Symmetry Partners to construct and manage investment portfolios tailored to each client's specific goals, risk tolerance, and time horizon. Investment strategies rely on mutual fund and exchange-traded fund analysis, fundamental analysis, and diversified asset allocation. In addition to portfolio management, Preisz Financial provides comprehensive financial planning covering cash flow, retirement projections, tax considerations, estate planning, and insurance analysis. The firm operates on a fee-based model, charging either percentage-of-assets fees, fixed annual fees, or hourly rates depending on the chosen service program.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $750K | 1.25% |
| $750K - $1.3M | 1.00% |
| $1.3M - $5.0M | 0.90% |
| $5M+ | 0.75% |
Fees are generally negotiable. Schedules vary depending on the specific LPL program or third-party manager selected. Other programs include Model Wealth Portfolios (total fees 0.50% to 1.80%), Guided Wealth Portfolios (0.80% total), and Symmetry Partners (0.45% to 0.90%).