Portfolio Solutions

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Trust Score 98%
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Portfolio Solutions, federally registered in 1999, is a Registered Investment Advisor (RIA) in 34 state(s) with a licensed staff of 7 advisors. Portfolio Solutions manages $1.4 billion and provides investment advisory services for 622 clients (1:89 advisor/client ratio). This firm does not have a disciplinary history.

Last updated: September 21st, 2019. Data source: SEC filings.

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Firm Information


Feature Value
Rank (United States) 39 / 7,646
Top Advisors View Advisors
Minimum Investment $500,000
Average Client Balance $2,179,014
Dually-Registered No
Disciplinary History No
Total AUM $1.4 billion
Advisor / Client Ratio 1:89
Headquarters Troy, MI
SEC Filings Forms and Brochures    (CRD # 107774)
State(s) Registered AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, IA, LA, ME, MD, MA, MI, MN, MO, NV, NH, NJ, NM, NY, NC, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI


Questions & Answers



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John wrote: Do you take accounts of less than $1 million?

8 months ago
Response from Jessica H at Investor.com

The minimum for Investment Guidance and Portfolio Management is $500,000.