Portfolio Solutions Review

Trust Score 98%
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Last updated: July 21st, 2019. Data source: SEC filings.

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.


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Firm Information

Feature Value
Minimum Investment $500,000
Average Client Balance $2,179,014
Hybrid Advisor 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?

6 months ago
Response from Jessica H at Investor.com

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

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