Portfolio Solutions Review

Trust Score 99%
Trust Score info_outline

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.



View More Download PDF

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

Questions & Answers

Get answers about Portfolio Solutions

Ask a question question_answer