Portside Wealth Group provides personalized investment management and financial planning services to individuals, high-net-worth clients, businesses, and retirement plans. The firm uses a discretionary approach to manage portfolios, frequently utilizing exchange-traded funds, individual equities, mutual funds, and third-party model portfolios, including models from Oxford Models and Orion. Portside Wealth Group also offers financial planning on an hourly, project, or flat annual fee basis, covering retirement, tax strategies, and estate planning considerations. Clients can receive ongoing portfolio monitoring and custom allocation strategies tailored to their individual risk tolerances and long-term goals.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual portfolio management fees range from 0% to 2.00% depending on asset size, complexity, and administration level. Fees are negotiable.