Portside Investment Advisors provides investment management services to individuals, pension plans, trusts, and other organizations. Portside manages investments primarily through discretionary investment management, meaning they make investment decisions for you. They invest mainly in exchange-traded funds, but may also use mutual funds, stocks, bonds, and other securities. Portside is a fee-only firm, meaning they don't accept commissions.
Fee Structure
Portside Investment Advisors charges a percentage of the value of your portfolio each year. The specific percentage is negotiable and can range from 0% to 1%. They may adjust the fee based on factors like your relationship with the firm, the type and amount of assets managed, and negotiations with you. Fees are billed monthly based on the value of your account at the end of the month.