PorfolioLab offers investment solutions through custom portfolios and model-based strategies. PorfolioLab manages client accounts on a discretionary basis, determining which securities to buy or sell, the amount, and the timing of trades. PorfolioLab does not provide financial planning, tax, or legal services. The firm uses ETFs, individual equities, options, fixed income securities, and structured notes.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.60% |
Actual fees are negotiable and vary depending on several factors.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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