Portfolio Solutions Review


Trust Score 99%
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Portfolio Solutions, federally registered in 1999, is a Registered Investment Advisor (RIA) in 30 state(s) with a licensed staff of 7 advisors. Portfolio Solutions manages $1.5 billion and provides investment advisory services for 594 clients (1:85 advisor/client ratio).

Base fees range from 1%-1.5% of assets under management.

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Managed Investing


Feature Value
Minimum Investment $1,000,000
Average Account AUM $2,596,766
Hybrid Advisor No
Disciplinary History No
Total AUM $1.5 billion
Advisor / Client Ratio 1:85
Headquarters Troy, MI
SEC Filings Forms and Brochures


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