Portfolio Solutions

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Trust Score 98%
Trust Score  info_outline

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: November 11th, 2019. Data source: SEC filings.


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Firm Information

Feature Value
Rank (United States) Top 1%
Advisors Directory View Directory
Top Advisor Jennifer Chin Flaherty
Avg Advisor Trust Score 96
Avg Advisor Years Registered 4
Minimum Investment $500,000
Average Client Balance $2,179,014
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?

9 months ago
Response from Jessica H at Investor.com

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