Personalized Financial Solutions LLC (PFS) provides investment management and financial planning services to individuals, high net worth individuals, families, trusts, and estates. PFS creates customized investment strategies based on client goals, risk tolerance, and financial situations. PFS constructs portfolios using exchange-traded funds (ETFs), mutual funds, individual stocks and bonds, and other investments. For clients with $500,000 or more in assets under management, PFS includes estate planning services performed by an independent attorney every five years.
Assets Under Management$140M
Clients144
Advisors2
Avg. per Client$990K
Avg. per Advisor$71M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Investment advisory fees range from 0.50% to 2.00% annually. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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