Portland Investment Advisors (PIA) provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. PIA evaluates current investments and makes decisions based on fiduciary duties, aiming for fair allocation of investment opportunities. PIA may also direct clients to third-party investment advisors, ensuring they are properly licensed.
Assets Under Management$19M
Clients47
Advisors2
Avg. per Client$410K
Avg. per Advisor$9.7M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.85% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...